Google Sheets + RateUpdate

Create spreadsheet rows in Google Sheets for new form leads in RateUpdate

Streamline your lead management process with this efficient workflow. Whenever there's a New Form Lead in RateUpdate, a row will be instantly added in Google Sheets. This process helps to ensure all your lead data gets captured and organized in one convenient place. By automating this process, you will save time and maintain a comprehensive, up-to-date record of your leads.

Streamline your lead management process with this efficient workflow. Whenever there's a New Form Lead in RateUpdate, a row will be instantly added in Google Sheets. This process helps to ensure all your lead data gets captured and organized in one convenient place. By automating this process, you will save time and maintain a comprehensive, up-to-date record of your leads.

  1. When this happens...
    RateUpdateRateUpdate
    New Form Lead

    Triggers when a lead completes the pre-approval form.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

  • RateUpdate triggers, actions, and search

    New Form Lead

    Triggers when a lead completes the pre-approval form.

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Instant
    Try It
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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rateupdate logo
rateupdate logo

About RateUpdate

RateUpdate is a simple sales tool for Mortgage Loan Officers to generate more loans by sending personalized rate digests to clients and partners.

Related categories

  • CRM (Customer Relationship Management)