- Data Automation
- Spreadsheet Management
- Automate data tracking
Manage candidate and client data in spreadsheets for tracking and followup
Automating candidate and client data management in spreadsheets ensures all information is consistently updated and organized without manual entry. This setup enables real-time tracking of new and updated records, allowing for timely follow-ups and informed decision-making. It reduces errors, saves hours of administrative work, and gives teams a clear, centralized view of their pipeline.
Filter by common apps:
Webhooks by Zapier
Delay by Zapier
Formatter by Zapier
Google Sheets
Firebase / Firestore
Harvest
Microsoft Excel
Goava Discover
WooCommerce
Looping by Zapier
ClickFunnels
Slack
Microsoft Outlook
TrueCoach
Notion
HubSpot
- Capture data from webhooks, delay, format text, and update Google Sheets with profile information
- Log new user credentials from Google Sheets to Firebase Firestore
Log new user credentials from Google Sheets to Firebase Firestore
- Record new client information in Excel from Harvest
Record new client information in Excel from Harvest
- Add qualified company information to Google Sheets from Goava Discover
Add qualified company information to Google Sheets from Goava Discover
- Record order details in Google Sheets from WooCommerce orders, and create loops for line items
Record order details in Google Sheets from WooCommerce orders, and create loops for line items
- Manage new or updated contacts in ClickFunnels, tag them, and notify in Slack
Manage new or updated contacts in ClickFunnels, tag them, and notify in Slack
- Update spreadsheet with details from updated Microsoft Outlook calendar event
Update spreadsheet with details from updated Microsoft Outlook calendar event
- Log new client information in Google Sheets and Notion from TrueCoach
Log new client information in Google Sheets and Notion from TrueCoach
- Update contact info and log engagement in HubSpot from new Google Sheets row
Update contact info and log engagement in HubSpot from new Google Sheets row