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