Google Sheets + LMN
Create or update Google Sheets rows for new or updated LMN estimates
When an estimate gets created or updated in LMN, this automation ensures that a new row is generated in your Google Sheets. In just a few simple steps, you can seamlessly manage and monitor your cost estimates directly from a spreadsheet, saving you valuable time and boosting your efficiency. By bridging the gap between LMN and Google Sheets, this workflow offers an effective solution to streamlining your project estimation process.
When an estimate gets created or updated in LMN, this automation ensures that a new row is generated in your Google Sheets. In just a few simple steps, you can seamlessly manage and monitor your cost estimates directly from a spreadsheet, saving you valuable time and boosting your efficiency. By bridging the gap between LMN and Google Sheets, this workflow offers an effective solution to streamlining your project estimation process.
- When this happens...Estimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Task/Note Created or Updated
Triggers when a Communication Note, ToDo, or Customer Request is created or updated in LMN.
Try ItContact Created or Updated
Triggers when an LMN Contact gets created or their contact information gets updated.
Try ItLead TypeRequired
Lead NameRequired
Lead First NameRequired
Lead Last NameRequired
Lead Address 1
Lead Address 2
Lead City
Lead State
Lead Zip
Lead Country
Referral Source
Lead Classification
Tags
Lead Position
Lead Email1
Lead Email2
Lead Phone1
Lead Phone2
Do Not Email
Do Not Call
Do Not Mail
Contact Notes
Jobsite Address 1
Jobsite Address 2
Jobsite City
Jobsite State
Jobsite Zip
Jobsite Country
LMN Lead ID
Lead Name
First Name
Last Name
Email Address
Estimate Created or Updated
Triggers when a new LMN estimate is created, or an existing LMN estimate is updated.
Try ItLMN Lead IDRequired
Communication TypeRequired
Date
Task Name
Due Date
Status/Progress
Priority
Note
Instructions
Assignee Email Address
LMN Lead IDRequired
Lead Type
Lead Name
First Name
Last Name
Lead Address 1
Lead Address 2
Lead City
Lead State
Lead Zip
Lead Country
Referral Source
Lead Classification
Tags
Lead Position
Lead Email1
Lead Email2
Lead Phone1
Lead Phone2
Do Not Email
Do Not Call
Do Not Mail
Contact Notes
LMN Jobsite ID
Jobsite Name
Jobsite Address 1
Jobsite Address 2
Jobsite City
Jobsite State
Jobsite Zip
Jobsite Country
LMN Lead ID
Lead NameRequired
Lead First NameRequired
Lead Last NameRequired
Email Address
Lead TypeRequired
Lead Address 1
Lead Address 2
Lead City
Lead State
Lead Zip
Lead Country
Referral Source
Lead Classification
Tags
Lead Position
Lead Email1
Lead Email2
Lead Phone1
Lead Phone2
Do Not Email
Do Not Call
Do Not Mail
Contact Notes
Jobsite Address 1
Jobsite Address 2
Jobsite City
Jobsite State
Jobsite Zip
Jobsite Country
