Create multiple rows in Google Sheets for each new deal in OnePageCRM
Automate and streamline your sales data with this efficient workflow. Once a fresh deal goes through in OnePageCRM, this system swiftly plays out the process of creating new deal entries in a Google Sheets spreadsheet. This facilitates real-time monitoring of key sales figures, boosting your work efficiency and ensuring smooth sales data organization.
Automate and streamline your sales data with this efficient workflow. Once a fresh deal goes through in OnePageCRM, this system swiftly plays out the process of creating new deal entries in a Google Sheets spreadsheet. This facilitates real-time monitoring of key sales figures, boosting your work efficiency and ensuring smooth sales data organization.
- When this happens...New Deal
Triggers when a deal is created.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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Contact ID
Try ItFilter by Type
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try ItContact ID
Try It
Completed Next Action
Triggers when a next action is completed.
Try ItContact ID
Try ItDeal Status
Filter by Deal Name
Filter by Custom Filter
Filter by Tag
Try ItSearch Phrase
Custom Filter ID
Filter by Contact Status
Filter by Tag
Filter by Lead Source
Filter by Deal Status
Starred
Include My Team Contacts
Try It