Log new lost Agendor deals as rows in Google Sheets
Losing deals is always a bad thing, but we should not turn our backs to them. Instead of using the export feature provided by Agendor and manually update your database, you can create a single dynamically automated spreadsheet, in order to investigate patterns and act to revert this issue. This way, you can use the spreadsheet to create your own report, customize it to your business needs and keep calm that it will get updated automatically.
Note: We recommend you to populate this spreadsheet with the Deal's Name, Value, End Time, Owner User, Loss Reason, Organization Name and the link to Agendor (Web URL).
Note 2: After you've set up this Zapier automation, please do not change the spreadsheet tab name, otherwise, it will stop working.
How this Agendor-Google Sheets integration works
- Every time an Agendor Deal is lost
- Zapier creates a row in the Google Sheet you define
What You Need
- Agendor account
- Google Sheets account
- When this happens...Deal LostTriggers when a Deal (Negócio) is set as lost.
- automatically do this!Create Spreadsheet RowCreate a new row in a specific spreadsheet.
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More things you can do with Agendor and Google Sheets
Discover other triggers and actions you can use with Agendor and Google Sheets
- New Task
Triggers when a new Task (Tarefa/Comentário) is created.
Try ItTriggerInstant - Deal Lost
Triggers when a Deal (Negócio) is set as lost.
Try ItTriggerInstant - Updated Deal
Triggers when a Deal (Negócio) is edited.
Try ItTriggerInstant - New Organization
Triggers when a new Organization (Empresa) is created.
Try ItTriggerInstant
- New Deal
Triggers when a new Deal (Negócio) is created.
Try ItTriggerInstant - Deal Stage Changed
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Try ItTriggerInstant - Deal Won
Triggers when a Deal (Negócio) is set as won.
Try ItTriggerInstant - Updated Organization
Triggers when an Organization (Empresa) is edited.
Try ItTriggerInstant







