Google Sheets + Portals by Helium10
Create spreadsheet rows in Google Sheets for new customers in Portals by Helium10
Streamline your customer onboarding process with this efficient workflow. When a new customer is added in the Portals by Helium10 app, a row is automatically created on your Google Sheets to keep all customer information organized and accessible in one place. This simple automation enables you to manage your customer information in real-time, saving you significant manual data entry time.
Streamline your customer onboarding process with this efficient workflow. When a new customer is added in the Portals by Helium10 app, a row is automatically created on your Google Sheets to keep all customer information organized and accessible in one place. This simple automation enables you to manage your customer information in real-time, saving you significant manual data entry time.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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