Create and update SharpSpring opportunities from new Google Sheets rows
Streamline your sales process with this convenient workflow. Whenever a new row is added in your Google Sheets, an opportunity is created or updated in your SharpSpring. This ensures all your data is up-to-date and helps keep track of potential business prospects. A seamless process that saves time and fosters efficient business operations.
Streamline your sales process with this convenient workflow. Whenever a new row is added in your Google Sheets, an opportunity is created or updated in your SharpSpring. This ensures all your data is up-to-date and helps keep track of potential business prospects. A seamless process that saves time and fosters efficient business operations.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- automatically do this!Create/Update Opportunity
Create or optionally update an Opportunity in SharpSpring. If an opportunity already exists in SharpSpring with the specified name, that opportunity will be updated.
You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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