Ally Hub + Microsoft Excel
Create spreadsheets in Microsoft Excel for new sold quotes in Ally Hub
Effortlessly manage your sales data with this efficient workflow between Ally Hub and Microsoft Excel. Whenever a new sold quote is recorded in Ally Hub, a corresponding spreadsheet will be created in Excel, ensuring all your crucial information is organized and easily accessible. Streamline your sales tracking process and save time with this seamless automation.
Effortlessly manage your sales data with this efficient workflow between Ally Hub and Microsoft Excel. Whenever a new sold quote is recorded in Ally Hub, a corresponding spreadsheet will be created in Excel, ensuring all your crucial information is organized and easily accessible. Streamline your sales tracking process and save time with this seamless automation.
- When this happens...New Sold Quote
Triggers when a student quote is set as sold.
- automatically do this!Create Workbook
Creates a new workbook
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New Bill
Triggers when a new bill is created. (Financial > Bills)
Try ItNew Sold Quote
Triggers when a student quote is set as sold.
Try ItNew Student
Triggers when a new student is created.
Try ItStudent NameRequired
Student Email
StatusRequired
New First Quote
Triggers when a student first quote is created.
Try ItNew Receivable
Triggers when a new receivable is created. (Financial > Receivable)
Try ItNew Task or Event
Triggers when a new task or event is created.
Try ItFirst NameRequired
SurnameRequired
EmailRequired
City
State
CountryRequired
Address
Postal Code
Phone 1
Phone 2
Document 1
Document 2
Perception
Studied Idiom Name
Studied Idiom Level
Facebook Link
Instagram Link
Twitter Link
Skype Username
Passport Number
Passport Validity Date
Occupation
Contact Name
Contact Phone
Observation
