Google Sheets + SharpSpring

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.

  1. When this happens...
    SharpSpringSharpSpring
    New Opportunity

    A new Opportunity is created in SharpSpring.

    TriggerScheduled
  2. automatically do this!
    Google SheetsGoogle Sheets
    Copy Worksheet

    Creates a new worksheet by copying an existing worksheet.

    ActionWrite
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Supported triggers and actions

  • SharpSpring triggers, actions, and search

    New Account

    A new Account is created in SharpSpring.

    Trigger
    Scheduled
    Try It
  • SharpSpring triggers, actions, and search

    New Form Fillout Event

    When a lead fills out a form in SharpSpring.

    Trigger
    Scheduled
    Try It
  • SharpSpring triggers, actions, and search

    New Opportunity

    A new Opportunity is created in SharpSpring.

    Trigger
    Scheduled
    Try It
    • Account Owner

    • Account NameRequired

    • Industry

    • Phone

    • Number of Employees

    • Website

    • Address

    • City

    • State

    • Country

    Action
    Write
  • SharpSpring triggers, actions, and search

    New Email Open Event

    When a lead opens an email in SharpSpring.

    Trigger
    Scheduled
    Try It
  • SharpSpring triggers, actions, and search

    New Lead

    When a lead has been created in sharpspring.

    Trigger
    Scheduled
    Try It
  • SharpSpring triggers, actions, and search

    New Page Visit Event

    When a lead visits a new page in SharpSpring.

    Trigger
    Scheduled
    Try It
    • Campaign NameRequired

    • Campaign Type

    • Campaign Alias

    • Campaign Origin

    • Quantity

    • Price

    • Goal

    • Other Costs

    Action
    Write
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Related categories

  • Google
  • Spreadsheets

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sharpspring logo
sharpspring logo

About SharpSpring

Powerful, affordable marketing tools for marketing agencies and SMBs. Features include email automation, lead capture, and a built in CRM system.
Learn more

Related categories

  • Marketing Automation

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