Create Google Sheets rows for new action items in Jill's Office
When a customer calls into your company through Jill's Office, a contact is created in your Jill's Office app with the associated notes from the call. This integration will create a spreadsheet row on a selected Google Sheet with the new contact information and the associated action item notes with a summary from the call.
When a customer calls into your company through Jill's Office, a contact is created in your Jill's Office app with the associated notes from the call. This integration will create a spreadsheet row on a selected Google Sheet with the new contact information and the associated action item notes with a summary from the call.
- When this happens...New Action Item
Triggers when a new action item is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New Action Item
Triggers when a new action item is created.
Try ItFirst Name
Last Name
Email
Phone NumberRequired
SourceRequired
More information
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try It