Copy new SharpSpring opportunities to Google Sheets worksheets for easy tracking
Manage your business prospects efficiently with this workflow. When a new opportunity is identified in SharpSpring, its details are instantaneously transferred to a worksheet in Google Sheets. This process not only simplifies your tracking and management of potential clients and deals, but also eliminates unnecessary manual recording, saving you precious time.
Manage your business prospects efficiently with this workflow. When a new opportunity is identified in SharpSpring, its details are instantaneously transferred to a worksheet in Google Sheets. This process not only simplifies your tracking and management of potential clients and deals, but also eliminates unnecessary manual recording, saving you precious time.
- When this happens...New Opportunity
A new Opportunity is created in SharpSpring.
- automatically do this!Copy Worksheet
Creates a new worksheet by copying an existing worksheet.
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