- 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:
Google Sheets
ClickFunnels
Slack
Microsoft Outlook
TrueCoach
Notion
HubSpot
Filter by Zapier
Webhooks by Zapier
DripJobs
Microsoft Excel
Code by Zapier
ActiveCampaign
Project Broadcast
Flodesk
- 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
- Process new client info from Excel, transform data with Python, and create entry in Notion
Process new client info from Excel, transform data with Python, and create entry in Notion
- Transfer new member info from Google Sheets to Notion, and create or update contact in ActiveCampaign
Transfer new member info from Google Sheets to Notion, and create or update contact in ActiveCampaign
- Manage contact information in Google Sheets, find or create contact in Project Broadcast, apply keyword, and update subscriber in Flodesk
Manage contact information in Google Sheets, find or create contact in Project Broadcast, apply keyword, and update subscriber in Flodesk