Canopy Connect + Google Sheets
Manage completed Canopy Connect pulls by extending to Google Sheets app
Enhance your productivity and streamline your data management with this efficient process. When a task is completed in Canopy Connect, the data is swiftly moved to Google Sheets. This ensures a tidy, updated spreadsheet, saving you time and the need for manual data entry. It's an excellent solution for those seeking to reduce their workload and have a centralized, easily searchable database.
Enhance your productivity and streamline your data management with this efficient process. When a task is completed in Canopy Connect, the data is swiftly moved to Google Sheets. This ensures a tidy, updated spreadsheet, saving you time and the need for manual data entry. It's an excellent solution for those seeking to reduce their workload and have a centralized, easily searchable database.
- When this happens...Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
- automatically do this!Update Spreadsheet Row
Update a row in a specific spreadsheet with optional formatting.
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Pull Completed
Triggers when a prospect submits on Canopy Connect and we have finished processing their information. This triggers when a prospect's complete insurance profile is available due to a successful submission. It also triggers when a prospect submits with incorrect credentials.
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SpreadsheetRequired
WorksheetRequired
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SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
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