Google Sheets + OrbisX

Create spreadsheets in Google Sheets from new leads in OrbisX

Automate your lead management process with this OrbisX and Google Sheets workflow. When a new lead enters your OrbisX system, a new spreadsheet is instantly created in Google Sheets. This allows for a streamlined process, saving you time from manual data entry so you can focus more on nurturing your prospects.

Automate your lead management process with this OrbisX and Google Sheets workflow. When a new lead enters your OrbisX system, a new spreadsheet is instantly created in Google Sheets. This allows for a streamlined process, saving you time from manual data entry so you can focus more on nurturing your prospects.

  1. When this happens...
    OrbisXOrbisX
    New Leads

    Triggers when a new leads are created.

    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet

    Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

    ActionWrite
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Supported triggers and actions

What does this mean?
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 more

Related categories

  • Google
  • Spreadsheets

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orbisx logo
orbisx logo

About OrbisX

OrbisX is an all-in-one CRM solution for detailers, tinters and automotive service providers
Learn more

Related categories

  • CRM (Customer Relationship Management)

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