DealMachine + Microsoft Excel
Track new DealMachine leads by adding rows to a Microsoft Excel table
Enhance your productivity by keeping track of new leads in DealMachine effectively. With this automation, every time a new lead is created in DealMachine, a row is instantly added to your chosen Microsoft Excel table. This ensures precise and convenient recording of lead information, offering greater insight into your business growth and assisting in data-driven decision making.
Enhance your productivity by keeping track of new leads in DealMachine effectively. With this automation, every time a new lead is created in DealMachine, a row is instantly added to your chosen Microsoft Excel table. This ensures precise and convenient recording of lead information, offering greater insight into your business growth and assisting in data-driven decision making.
- When this happens...New Lead
Triggers when a new lead is added to your team's DealMachine account.
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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New Lead
Triggers when a new lead is added to your team's DealMachine account.
Try ItLead Status Change
Triggers when a status changes for a property.
Try ItLead IDRequired
List IDsRequired
Lead IDRequired
Team Member IDRequired
New Team Member
Triggers when a new team member is added to your team.
Try ItAddress Line 1 (Parsed Address)
Address Line 2 (Parsed Address)
City (Parsed Address)
State (Parsed Address)
Zip Code (Parsed Address)
Latitude (Lat/Lng)
Longitude (Lat/Lng)
Full Address (Full Address)
Lead IDRequired
Tag IDsRequired
Lead IDRequired
NoteRequired
