Custify + Google Sheets
Create Google Sheets rows for new Custify playbook steps
Effortlessly track your Custify Playbook steps with this seamless workflow. Whenever a Playbook step occurs in Custify, a new row will be created in your designated Google Sheets spreadsheet. This automation ensures all the relevant information is organized and easily accessible, simplifying your customer success initiatives.
Effortlessly track your Custify Playbook steps with this seamless workflow. Whenever a Playbook step occurs in Custify, a new row will be created in your designated Google Sheets spreadsheet. This automation ensures all the relevant information is organized and easily accessible, simplifying your customer success initiatives.
- When this happens...Playbook Step
Triggers when a company enters the selected playbook step.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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