Google Sheets + Workiz
Create leads in Workiz for new or updated rows in Google Sheets
Keep track of your Google Sheets updates and effortlessly manage leads in Workiz. With this workflow, each new or updated row in your Google Sheets will be transformed into a lead in Workiz. Enhance your lead management process, making it seamless and time-saving.
Keep track of your Google Sheets updates and effortlessly manage leads in Workiz. With this workflow, each new or updated row in your Google Sheets will be transformed into a lead in Workiz. Enhance your lead management process, making it seamless and time-saving.
- When this happens...
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create LeadSchedules a new lead in your Workiz account.
ActionWriteCreate a new record or update an existing record in your app.
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLead Status Change
Triggers when a lead status is changed
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Job Status Change
Triggers when a job status is changed
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Job
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst NameRequired
Last name
Phone
AddressRequired
CityRequired
State
PostalCodeRequired
Jobs start timeRequired
Job TypeRequired
Service Area
Email address
Job source
JobNotes
Company
Phone Ext
Second Phone
Second Phone Ext
Unit
Job End Date Time
Client Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Related categories
About Workiz
Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
Related categories
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