Update sales tracking spreadsheet with new consultations from Keap, format date, find records, and add to Google Sheets

Track new consultations by applying a specific tag in Keap, format the date with Formatter by Zapier, find relevant records in Zapier Tables, and create a new row in Google Sheets for faster sales tracking and reporting.

Update sales tracking spreadsheet with new consultations from Keap, format date, find records, and add to Google Sheets

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Overview

Track new consultations by applying a specific tag in Keap, format the date with Formatter by Zapier, find relevant records in Zapier Tables, and create a new row in Google Sheets for faster sales tracking and reporting.

Update sales tracking spreadsheet with new consultations from Keap, format date, find records, and add to Google Sheets