Google Sheets + Intaker
Track updated lead statuses in Intaker by creating rows in Google Sheets
Effortlessly manage your leads with this workflow between Intaker and Google Sheets. When a lead status changes in Intaker, a new row will be immediately created in your specified Google Sheets spreadsheet. This simplifies tracking and overseeing the progress of your leads, saving you valuable time and boosting productivity.
Effortlessly manage your leads with this workflow between Intaker and Google Sheets. When a lead status changes in Intaker, a new row will be immediately created in your specified Google Sheets spreadsheet. This simplifies tracking and overseeing the progress of your leads, saving you valuable time and boosting productivity.
- When this happens...Lead Status Changed
Triggers when lead status on the dashboard changes
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About Intaker
Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms