Clientify + Google Sheets
Create new Clientify deals from new or updated Google Sheets rows in team drive
Enhance your sales process with this efficient workflow. Whenever there's a new or updated row in your Google Sheets on Team Drive, it will consequently form a new deal in the Clientify app. This automation strategy not only reduces manual data entry but also ensures that all your potential leads in Google Sheets are instantly converted into opportunities in Clientify. Stay organized and proactive in your sales approach, making the most of both platforms.
Enhance your sales process with this efficient workflow. Whenever there's a new or updated row in your Google Sheets on Team Drive, it will consequently form a new deal in the Clientify app. This automation strategy not only reduces manual data entry but also ensures that all your potential leads in Google Sheets are instantly converted into opportunities in Clientify. Stay organized and proactive in your sales approach, making the most of both platforms.
- When this happens...New or Updated Spreadsheet Row (Team Drive)
Triggers when a new row is added or modified in a spreadsheet - works best with Team Drives.
- automatically do this!Create Deal
Creates a Deal in Clientify
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