Google Sheets + The Customer Factor
Create spreadsheet rows in Google Sheets for new estimates in The Customer Factor
Keep your estimates organized and easy to access with this seamless automation. Each time a new estimate is created in The Customer Factor, this workflow will add a row to your designated Google Sheets spreadsheet. Not only does it streamline your documentation, but it brings you valuable time savings so you can focus more on building customer relationships and less on data entry.
Keep your estimates organized and easy to access with this seamless automation. Each time a new estimate is created in The Customer Factor, this workflow will add a row to your designated Google Sheets spreadsheet. Not only does it streamline your documentation, but it brings you valuable time savings so you can focus more on building customer relationships and less on data entry.
- When this happens...New Estimate
Triggered when a new estimate is scheduled 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
