Google Sheets + Perspective
Create spreadsheets in Google Sheets for new leads via funnel in Perspective
Maintain an organized lead management process using this automation. When a new lead is added in Perspective, this workflow creates a new entry in a Google Sheets spreadsheet. This streamlines the process of tracking and organizing your leads, saving you valuable time and ensuring your sales team stays updated.
Maintain an organized lead management process using this automation. When a new lead is added in Perspective, this workflow creates a new entry in a Google Sheets spreadsheet. This streamlines the process of tracking and organizing your leads, saving you valuable time and ensuring your sales team stays updated.
- When this happens...New Lead via Funnel
Triggers when a new lead is created via a funnel.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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