Better Agency + Google Sheets
Create Google Sheets spreadsheet rows from new opportunity stage moves in Better Agency
When moving to the won stage, you can send the client's data to google spreadsheet rows for internal tracking. When this runs, it sends all contact, clients, commercials, and policies data to the google sheet.
When moving to the won stage, you can send the client's data to google spreadsheet rows for internal tracking. When this runs, it sends all contact, clients, commercials, and policies data to the google sheet.
- When this happens...Opportunity Stage Move
Triggers when an opportunity is moved into a specific stage.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
- Free forever for core features
- 14 day trial for premium features & apps
About Better Agency
Better Agency is a CRM Marketing Automation Tool for Insurance Agencies
Related categories
About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
