Track lost leads in Meetime by creating spreadsheet rows in Google Sheets
Lose a lead in Meetime and want to keep a record for future reference? This workflow has you covered. Once set up, each time a lead is lost in Meetime, a new row gets added to a chosen Google Sheets spreadsheet. This way, you can effortlessly keep track of lost leads and revisit them in your own time. Transform your lead management with this streamlined process.
Lose a lead in Meetime and want to keep a record for future reference? This workflow has you covered. Once set up, each time a lead is lost in Meetime, a new row gets added to a chosen Google Sheets spreadsheet. This way, you can effortlessly keep track of lost leads and revisit them in your own time. Transform your lead management with this streamlined process.
- When this happens...Lead Lost
Trigger when a lead is lost
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Activity Finished
Triggers when an activity is finished by the user.
Try ItLead Lost
Trigger when a lead is lost
Try ItCadênciaRequired
Ignorar o erro se o lead já possuir uma prospecção ativa
Iniciar Imediatamente
Email
Primeiro Nome
Nome Completo
Empresa
Telefones
Cargo
Site
Estado
Cidade
Twitter
Facebook
LinkedIn
Anotações
Criado em
Campanha de Origem
Fonte
Conversão de Origem
Canal de Origem
Dono do lead
Identificador externo
Drive
SpreadsheetRequired
WorksheetRequired
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