Google Sheets + RD Station
Create new Google Sheets rows for new RD Station opportunities
When a new opportunity arises in RD Station, this workflow will promptly add a row to your chosen Google Sheets spreadsheet. It's an excellent solution for ensuring all your potential leads are systematically recorded for easy tracking and follow-up. This seamless integration keeps your business operations organized and efficient by saving you time from manual data transfer between the two platforms.
When a new opportunity arises in RD Station, this workflow will promptly add a row to your chosen Google Sheets spreadsheet. It's an excellent solution for ensuring all your potential leads are systematically recorded for easy tracking and follow-up. This seamless integration keeps your business operations organized and efficient by saving you time from manual data transfer between the two platforms.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New Lead Conversion
Triggers when a new lead is created.
Try ItEvent IdentifierRequired
EmailRequired
Name
Job Title
State
City
Country
Phone
Mobile Phone
Twitter
Facebook
LinkedIn
Website
Company Name
Company Address
Company Size
Traffic Source
Traffic Medium
Traffic Campaign
Traffic Value
EmailRequired
Value
No Team Drive
SpreadsheetRequired
WorksheetRequired
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