Google Sheets + RD Station
Clear spreadsheet rows in Google Sheets when new opportunities arise in RD Station
Streamline your sales strategy with this workflow between RD Station and Google Sheets. When a fresh sales opportunity arises in RD Station, the details get seamlessly added to your Google Sheets. This efficient system ensures consistent record-keeping of new opportunities and helps to reduce manual errors. It's ideal for businesses seeking to optimize their sales operations and save time on data entry.
Streamline your sales strategy with this workflow between RD Station and Google Sheets. When a fresh sales opportunity arises in RD Station, the details get seamlessly added to your Google Sheets. This efficient system ensures consistent record-keeping of new opportunities and helps to reduce manual errors. It's ideal for businesses seeking to optimize their sales operations and save time on data entry.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Clear Spreadsheet Row(s)
Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.
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New Lead Conversion
Triggers when a new lead is created.
Try ItEvent IdentifierRequired
EmailRequired
Name
Job Title
State
City
Country
Phone
Mobile Phone
Twitter
Facebook
LinkedIn
Website
Company Name
Company Address
Company Size
Traffic Source
Traffic Medium
Traffic Campaign
Traffic Value
EmailRequired
Value
No Team Drive
SpreadsheetRequired
WorksheetRequired
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