Commusoft + Google Sheets
Create new Commusoft opportunities from new Google Sheets rows
Boost efficiency in managing business opportunities with this practical workflow. Whenever a new row is added in Google Sheets, it will spring into action, creating a corresponding opportunity in your Commusoft account. It's a seamless solution to ensure all your potential business deals are captured promptly and professionally.
Boost efficiency in managing business opportunities with this practical workflow. Whenever a new row is added in Google Sheets, it will spring into action, creating a corresponding opportunity in your Commusoft account. It's a seamless solution to ensure all your potential business deals are captured promptly and professionally.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Opportunity
This action always creates a Customer based on the provided information and creates a new opportunity under the given customer. Please make sure not to use this action if the customer already exists in Commusoft.
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