- Data Automation
 - Spreadsheet Management
 - Automate data tracking
 
Manage candidate and client data in spreadsheets for tracking and followup
Automating candidate and client data management in spreadsheets ensures all information is consistently updated and organized without manual entry. This setup enables real-time tracking of new and updated records, allowing for timely follow-ups and informed decision-making. It reduces errors, saves hours of administrative work, and gives teams a clear, centralized view of their pipeline.
Filter by common apps:
Harvest
Microsoft Excel
Goava Discover
Google Sheets
WooCommerce
Looping by Zapier
ClickFunnels
Slack
Microsoft Outlook
TrueCoach
Notion
HubSpot
Filter by Zapier
Webhooks by Zapier
DripJobs
- Record new client information in Excel from Harvest
 - Add qualified company information to Google Sheets from Goava Discover
Add qualified company information to Google Sheets from Goava Discover
 - Record order details in Google Sheets from WooCommerce orders, and create loops for line items
Record order details in Google Sheets from WooCommerce orders, and create loops for line items
 - Manage new or updated contacts in ClickFunnels, tag them, and notify in Slack
Manage new or updated contacts in ClickFunnels, tag them, and notify in Slack
 - Update spreadsheet with details from updated Microsoft Outlook calendar event
Update spreadsheet with details from updated Microsoft Outlook calendar event
 - Log new client information in Google Sheets and Notion from TrueCoach
Log new client information in Google Sheets and Notion from TrueCoach
 - Update contact info and log engagement in HubSpot from new Google Sheets row
Update contact info and log engagement in HubSpot from new Google Sheets row
 - Retrieve and update party information in Google Sheets from new or modified entries
Retrieve and update party information in Google Sheets from new or modified entries
 - Update Excel with completed project details from DripJobs
Update Excel with completed project details from DripJobs