AgentHub + Google Sheets
Create Google Sheets row(s) for new pipeline stage changes in AgentHub
When opportunities are moved across the pipeline in AgentHub, they will be added to Google Sheets rows. For example, when a lead is moved from the lead stage to the appointment stage, it's helpful to store all the appointments in a Google Sheet.
When opportunities are moved across the pipeline in AgentHub, they will be added to Google Sheets rows. For example, when a lead is moved from the lead stage to the appointment stage, it's helpful to store all the appointments in a Google Sheet.
- When this happens...Pipeline Stage Changed
Triggers when pipeline stage is updated for an opportunity.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Drive
SpreadsheetRequired
WorksheetRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try It
