DripJobs + Microsoft Excel
Update rows in Microsoft Excel when projects are completed in DripJobs
Keep your Project Management process efficient with this workflow. Whenever a project is completed in DripJobs, this integration will seamlessly update a row in your Microsoft Excel spreadsheet. That way, you'll have instant, up-to-date records without manually transferring data between platforms. Enhance your productivity by consolidating steps in your project-tracking process.
Keep your Project Management process efficient with this workflow. Whenever a project is completed in DripJobs, this integration will seamlessly update a row in your Microsoft Excel spreadsheet. That way, you'll have instant, up-to-date records without manually transferring data between platforms. Enhance your productivity by consolidating steps in your project-tracking process.
- When this happens...Project Completed
Triggers when a project is marked completed in dripjobs.
- automatically do this!Update Row
Updates a row in a specific worksheet.
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Booking Form Submitted
Triggers when a new Appointment request is submitted in dripjobs.
Try ItCustom Event Scheduled
Triggers when a custom event is scheduled in dripjobs.
Try ItNew Lead Created
Triggers when a new lead is created in dripjobs.
Try ItProject Stage Changed
Triggers when a project stage is changed in dripjobs
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Card Label Changed
Triggers when a card label is changed
Try ItDeal Stage Changed
Triggers when a deal or job card moves to a new stage.
Try ItOn-Site Estimate Scheduled
Triggers when an on-site estimate scheduled appointment is created in dripjobs.
Try ItProposal Viewed
Triggers when a proposal is viewed by customer
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