Update Google Sheets with customer data from Copilot CRM when marked inactive, and format dates correctly
Update Google Sheets with customer data from Copilot CRM when marked inactive, and format dates correctly
Update your Google Sheets with customer information when marked inactive in Copilot CRM. Ensure data is formatted correctly and existing records are updated or created, leading to clearer reporting and better data management.
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Overview
Update your Google Sheets with customer information when marked inactive in Copilot CRM. Ensure data is formatted correctly and existing records are updated or created, leading to clearer reporting and better data management.