Canopy Connect + Google Sheets
Create spreadsheets in Google Sheets for new completed pulls in Canopy Connect
With this workflow, your completed pulls from Canopy Connect directly link to your Google Sheets, setting up a new spreadsheet every time a pull completes. This seamless process effectively organizes your data in real-time, eliminating the need for manual data transfer between the two platforms. It's an efficient solution that boosts productivity and ensures all information is accurately transferred.
With this workflow, your completed pulls from Canopy Connect directly link to your Google Sheets, setting up a new spreadsheet every time a pull completes. This seamless process effectively organizes your data in real-time, eliminating the need for manual data transfer between the two platforms. It's an efficient solution that boosts productivity and ensures all information is accurately transferred.
- 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!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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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
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SpreadsheetRequired
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