FieldPulse + Google Sheets

Create spreadsheet rows in Google Sheets for updated customer pipeline statuses in FieldPulse

Keep track of your customer pipeline statuses from FieldPulse with this convenient workflow that inputs data directly into Google Sheets. As statuses update in FieldPulse, this process creates a corresponding spreadsheet row in Google Sheets, ensuring your data stays up to date and easily accessible. Ideal for businesses aiming to optimize their customer relations management and data organization, this workflow simplifies your data tracking responsibilities.

Keep track of your customer pipeline statuses from FieldPulse with this convenient workflow that inputs data directly into Google Sheets. As statuses update in FieldPulse, this process creates a corresponding spreadsheet row in Google Sheets, ensuring your data stays up to date and easily accessible. Ideal for businesses aiming to optimize their customer relations management and data organization, this workflow simplifies your data tracking responsibilities.

  1. When this happens...
    FieldPulseFieldPulse
    Get Customer Pipeline Statuses

    Get Updated Pipeline Status

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • FieldPulse triggers, actions, and search

    New Customer

    Trigger when a new customer is added.

    Trigger
    Instant
    Try It
    • WorkflowRequired

    • StatusRequired

    Trigger
    Instant
    Try It
  • FieldPulse triggers, actions, and search

    Last Updated Contact

    Trigger when a contact is updated.

    Trigger
    Instant
    Try It
    • Job Id

    • FileRequired

    • FilenameRequired

    Action
    Write
    • StatusRequired

    Trigger
    Instant
    Try It
  • FieldPulse triggers, actions, and search

    Last Created Contact

    Trigger when a new contact is added.

    Trigger
    Instant
    Try It
    • Customer Id

    • FileRequired

    • FilenameRequired

    Action
    Write
    • First NameRequired

    • Last Name

    • Email

    • Phone

    • Address

    • City

    • State

    • Zip Code

    • Notes

    Action
    Write
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About FieldPulse

FieldPulse is service business and contractor software that serves as the hub for managing your business in the office and on the go.
Learn moreHelp

Related categories

  • Project Management
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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