Google Sheets + Pitchbox
Create opportunities in Pitchbox for new/updated rows in Google Sheets
Some teams prefer to review prospects externally before starting outreach, but the transition from approval process to outreach workflow can become a bottleneck. This integration helps by automatically creating a new opportunity in Pitchbox when rows on a specified Google Sheets spreadsheet are added or updated. No need to waste time batching prospects to upload to a campaign manually.
Some teams prefer to review prospects externally before starting outreach, but the transition from approval process to outreach workflow can become a bottleneck. This integration helps by automatically creating a new opportunity in Pitchbox when rows on a specified Google Sheets spreadsheet are added or updated. No need to waste time batching prospects to upload to a campaign manually.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Opportunity
Creates a new opportunity.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
