Microsoft Excel + LawHustle
Update Microsoft Excel rows when pipeline stages change in LawHustle
Stay organized and efficient with this workflow that begins when a pipeline stage changes in LawHustle. This change will then prompt the addition of a new row into a designated table in your Microsoft Excel. This way, you can easily track law practice progression in an Excel spreadsheet, ensuring no case slips through the cracks. Automate your system and see improved record-keeping and case management in your law firm.
Stay organized and efficient with this workflow that begins when a pipeline stage changes in LawHustle. This change will then prompt the addition of a new row into a designated table in your Microsoft Excel. This way, you can easily track law practice progression in an Excel spreadsheet, ensuring no case slips through the cracks. Automate your system and see improved record-keeping and case management in your law firm.
- When this happens...Pipeline Stage Changed
Triggers when pipeline stage is updated for an opportunity.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
- Free forever for core features
- 14 day trial for premium features & apps
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Select Snapshot
First NameRequired
Last NameRequired
EmailRequired
User Phone
Do you want generate password automatically?Required
Password
User TypeRequired
User RoleRequired
Business nameRequired
Timezone
Street Address
City
CountryRequired
State / Prov / Region
Zip / Postal code
Account Phone Number
Do you want to auto purchase number from twilio? (Uses the zip code from above)
Website
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try It
