Dazos CRM + Google Sheets
Add new Dazos CRM outbound referrals to a Google Sheets spreadsheet as rows
Effortlessly track and organize your outbound referrals from the Dazos CRM app by adding them to a Google Sheets spreadsheet with this seamless workflow. Once set up, each new outbound referral in Dazos CRM will automatically create a spreadsheet row in Google Sheets, making it easy to manage and analyze your referral data in one centralized location. Save time and stay organized with this practical integration.
Effortlessly track and organize your outbound referrals from the Dazos CRM app by adding them to a Google Sheets spreadsheet with this seamless workflow. Once set up, each new outbound referral in Dazos CRM will automatically create a spreadsheet row in Google Sheets, making it easy to manage and analyze your referral data in one centralized location. Save time and stay organized with this practical integration.
- When this happens...New Outbound Referral
Triggers when a new Outbound Referral is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
Try ItNew Opportunity
Triggers when a new Opportunity is created.
Try ItNew Referral Source
Triggers when a new Referral Source is created.
Try ItOpportunity Discharged
Triggers when an Opportunity gets discharged.
Try It
