Capture new lead details from BrokerEngine, format date, and add to Microsoft Excel
Capture new lead details from BrokerEngine, format date, and add to Microsoft Excel
Track new leads by capturing their details in BrokerEngine when their stage changes. Format the date and time with Formatter by Zapier, then add this information as a new row in Microsoft Excel for clearer reporting and better sales insights.
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Overview
Track new leads by capturing their details in BrokerEngine when their stage changes. Format the date and time with Formatter by Zapier, then add this information as a new row in Microsoft Excel for clearer reporting and better sales insights.