AppSheet + Clienty
Create records in AppSheet for new leads in Clienty
Create a seamless connection between your Clienty and AppSheet applications with this workflow. When a new lead is added in Clienty, a record will be created in your target AppSheet app. This fosters better lead management and helps ensure that no potential client slips through the cracks. Maximize efficiency and keep your information current across both platforms with this streamlined process.
Create a seamless connection between your Clienty and AppSheet applications with this workflow. When a new lead is added in Clienty, a record will be created in your target AppSheet app. This fosters better lead management and helps ensure that no potential client slips through the cracks. Maximize efficiency and keep your information current across both platforms with this streamlined process.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Create Record
Creates a new record.
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Lead Status Changed
Triggered when the status of a Lead is changed.
Try ItNew Sale
Triggers when a new sale is created.
Try ItID prospectoRequired
Name
Last Name
Email
Email 2
Phone
Phone 2
Company
Quality
Acquisition Channel Name
Custom Fields
ID prospectoRequired
Monto de ventaRequired
Descripción
Fecha de venta (dd-mm-aaaa hh:mm)
