Google Sheets + InvestorBase
Create Google Sheets rows for new InvestorBase buyer exports
Manage your investor data efficiently with this workflow. When a new buyer is recorded in the InvestorBase app, it populates a line in your designated Google Sheets spreadsheet, keeping your data organized and easily accessible. This automation boosts data accuracy and saves you time, making your investment tracking more streamlined and error-free.
Manage your investor data efficiently with this workflow. When a new buyer is recorded in the InvestorBase app, it populates a line in your designated Google Sheets spreadsheet, keeping your data organized and easily accessible. This automation boosts data accuracy and saves you time, making your investment tracking more streamlined and error-free.
- When this happens...New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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