Google Sheets + LeadSimple
Create process notes in LeadSimple for new or updated rows in Google Sheets
Manage your lead follow-ups more efficiently with this workflow. Whenever there's new or updated information on your Google Sheets, this setup instantly captures the updates and creates a process note in LeadSimple. This seamless coordination between Google Sheets and LeadSimple allows you to keep your sales process consistent and on-track without any manual entry.
Manage your lead follow-ups more efficiently with this workflow. Whenever there's new or updated information on your Google Sheets, this setup instantly captures the updates and creates a process note in LeadSimple. This seamless coordination between Google Sheets and LeadSimple allows you to keep your sales process consistent and on-track without any manual entry.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Process Note
Creates a note on a process. You'll need to find a process first using the 'Find Process' search action.
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