Angaza + Google Sheets
Create rows in Google Sheets for new prospects in Angaza
Manage your prospects in Angaza more efficiently with this simple setup. When a new prospect is added in Angaza, this workflow creates a corresponding row in your specified Google Sheets document. This helps you to keep your sales funnel up-to-date, ensuring no prospect goes untapped. Experience streamlined, automatic prospect management with this practical workflow.
Manage your prospects in Angaza more efficiently with this simple setup. When a new prospect is added in Angaza, this workflow creates a corresponding row in your specified Google Sheets document. This helps you to keep your sales funnel up-to-date, ensuring no prospect goes untapped. Experience streamlined, automatic prospect management with this practical workflow.
- When this happens...New Prospect
Triggers when a new prospect is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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New Account
Triggers when a new account is created.
Try ItPricing GroupRequired
Number of days overdueRequired
Try ItUpdated Prospect Status
Triggers when a prospect has a new status.
Try ItResponsible AgentRequired
Pricing GroupRequired
Client PhoneRequired
Client NameRequired
New Prospect
Triggers when a new prospect is created.
Try ItAccount Paid Off
Triggers when an account is paid off. In the Hub, these are accounts with an "Unlocked" status.
Try ItUnit NumberRequired
Responsible AgentRequired
Pricing GroupRequired
Client PhoneRequired
Client NameRequired
Cash Collected
Account NumberRequired
Assign ToRequired
Due Date
PriorityRequired
Instructions
