Google Sheets + RepCard
Add new RepCard contacts to Google Sheets as rows
Ensure your new contacts in RepCard are immediately tracked by creating a spreadsheet row in Google Sheets every time a new contact appears in RepCard. With this workflow, the process is seamless and time-saving. No longer worry about the manual task of transferring contacts, instead, focus on building meaningful business relationships.
Ensure your new contacts in RepCard are immediately tracked by creating a spreadsheet row in Google Sheets every time a new contact appears in RepCard. With this workflow, the process is seamless and time-saving. No longer worry about the manual task of transferring contacts, instead, focus on building meaningful business relationships.
- When this happens...New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired
