Google Sheets + PortalCX
Create customer portals on PortalCX from new Google Sheets rows
When a new Google Sheets row is added, a customer portal will be created and sent to the customer automatically! Connecting these applications will enable PortalCX to take care of future notifications to the customer via email and text with a link to their customer portal. PortalCX can provide the where, the when, and the how about their account or project.
When a new Google Sheets row is added, a customer portal will be created and sent to the customer automatically! Connecting these applications will enable PortalCX to take care of future notifications to the customer via email and text with a link to their customer portal. PortalCX can provide the where, the when, and the how about their account or project.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create Project From Template
Creates a project portal based on the project template setup in your PortalCX account.
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