Google Sheets + The Customer Factor
Create new Google Sheets rows for new prospects in The Customer Factor
When a new prospect appears in The Customer Factor, this workflow springs into action, creating a corresponding row in your Google Sheets spreadsheet. No longer do manual data entries; this streamlined process ensures all your new prospects' details are effortlessly recorded for future reference. It's an efficient solution to keep your records up to date and ready for analysis.
When a new prospect appears in The Customer Factor, this workflow springs into action, creating a corresponding row in your Google Sheets spreadsheet. No longer do manual data entries; this streamlined process ensures all your new prospects' details are effortlessly recorded for future reference. It's an efficient solution to keep your records up to date and ready for analysis.
- When this happens...New Prospect
Triggers when you add a new prospect in The Customer Factor.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Estimate Accepted
Triggered when an estimate is accepted in The Customer Factor
Try ItJob Completed
Triggers when a job is marked as completed in The Customer Factor.
Try ItNew Estimate
Triggered when a new estimate is scheduled in The Customer Factor
Try ItNew Job
Triggered when a new job is scheduled in The Customer Factor
Try It
Estimate Emailed
Triggered when an estimate is emailed in The Customer Factor
Try ItNew Customer
Triggers when a new customer is added to The Customer Factor.
Try ItNew Invoice
Triggers when new invoice is created in The Customer Factor.
Try ItNew Payment
Triggers when an invoice is paid in The Customer Factor.
Try It
