Act! + Google Sheets
Create new Google Sheets rows for new opportunities in act
Effectively manage your business relationships and interactions with this seamless workflow. When a new opportunity arises in the Act! app, a new row will be created in a selected Google Sheets spreadsheet without any manual intervention needed. This automation allows you to keep all your opportunities organized and recorded in one place, enabling you to focus on strategizing and maximizing those opportunities.
Effectively manage your business relationships and interactions with this seamless workflow. When a new opportunity arises in the Act! app, a new row will be created in a selected Google Sheets spreadsheet without any manual intervention needed. This automation allows you to keep all your opportunities organized and recorded in one place, enabling you to focus on strategizing and maximizing those opportunities.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New Contact
Triggers when a new contact is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItContactRequired
Note TextRequired
Private
Company
ID/Status
Referred By
First Name
Last Name
Email
Title
Business Phone
Mobile Phone
Business Address Line 1
Business Address Line 2
Business Address City
Business Address State
Business Address Zip Code
Business Country
Website
Last Results
Contact Updated
Triggers when a Contact is updated.
Try ItActivity TypeRequired
Regarding
Schedule WithRequired
Start TimeRequired
End TimeRequired
Details
Location
Priority
Is Private
Name
ContactRequired
Estimated Close DateRequired
Status
Stage
Probability
Actual Close Date
Competitor
Referred By
Reason
TypeRequired
ContactRequired
Regarding
Details
Start TimeRequired
End TimeRequired
Private
