Google Sheets + Neos
Create Neos intakes from new Google Sheets rows
Automatically create Neos intakes from the leads you track in a Google Sheets spreadsheet. Once you setup the initial template for a specific spreadsheet, it will automatically create intakes for you without any manual data entry.
Automatically create Neos intakes from the leads you track in a Google Sheets spreadsheet. Once you setup the initial template for a specific spreadsheet, it will automatically create intakes for you without any manual data entry.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Intake
Creates Lead from a submission (email, form, webhook, etc.).
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About Neos
Neos is a cloud-based platform that helps law firms resolve more cases and improve overall efficiency.
