Add new iHomefinder leads to Google Docs documents with text append action
Stay on top of your real estate leads with this user-friendly automation. Whenever a new lead is identified in iHomefinder, this workflow will immediately add their information to a Google Docs document. This offers a concise and instant overview of your client base, helping you to manage and track leads with ease. This seamless process negates the need for manual data entry, saving you precious time and allowing you to focus on providing exceptional service to prospective clients.
Stay on top of your real estate leads with this user-friendly automation. Whenever a new lead is identified in iHomefinder, this workflow will immediately add their information to a Google Docs document. This offers a concise and instant overview of your client base, helping you to manage and track leads with ease. This seamless process negates the need for manual data entry, saving you precious time and allowing you to focus on providing exceptional service to prospective clients.
- When this happens...New Lead
Triggers when a new lead is created from a contact form submission.
- automatically do this!Append Text to Document
Appends text to an existing document.
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New Lead
Triggers when a new lead is created from a contact form submission.
Try ItNew Document
Triggers when a new document is added (inside any folder).
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
FileRequired
Specify Document Name
Drive
Folder
Lead First Name
Lead Last Name
Lead EmailRequired
Lead Phone Number
Lead Source
Comments
Drive
Folder
Try ItDrive containing the template document
Folder containing the template document
Template DocumentRequired
New Document NameRequired
Drive
Folder for new Document
Sharing Preference
Unused Fields Preference
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
DocumentRequired
Find textRequired
Replace text
Match case