Create Google Sheets rows when new Pitchbox opportunities are won
Preparing reports for clients can be time-consuming. This Zap can help, automatically creating a row in a Google Sheets spreadsheet whenever an opportunity milestone is changed to "Won" in Pitchbox. Now clients can see results in real time, without any additional work!
Preparing reports for clients can be time-consuming. This Zap can help, automatically creating a row in a Google Sheets spreadsheet whenever an opportunity milestone is changed to "Won" in Pitchbox. Now clients can see results in real time, without any additional work!
- When this happens...Milestone Change
Triggers when an opportunity milestone is changed.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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