Google Sheets + Omnify
Organize new Omnify clients by creating a Google Sheets spreadsheet for seamless tracking
Keep track of your new clients from Omnify directly in Google Sheets with this efficient workflow. It will create a new spreadsheet row in Google Sheets as soon as you gain a new client on Omnify. No more manual data entry or missing crucial client information, keep all your client details organized and accessible in one place for a smoother business operation.
Keep track of your new clients from Omnify directly in Google Sheets with this efficient workflow. It will create a new spreadsheet row in Google Sheets as soon as you gain a new client on Omnify. No more manual data entry or missing crucial client information, keep all your client details organized and accessible in one place for a smoother business operation.
- When this happens...New Client
Triggers when a new client is added to the business.
- 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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