Google Sheets + Workiz
Update Google Sheets rows with new leads from Workiz
Increase efficiency by updating your Google Sheets with new leads from Workiz. With this workflow, whenever a new lead is captured in Workiz, the information gets seamlessly updated in your chosen Google Sheets. This ensures your spreadsheet always reflects the most up-to-date leads, helping you to stay organized and focused on your follow-ups.
Increase efficiency by updating your Google Sheets with new leads from Workiz. With this workflow, whenever a new lead is captured in Workiz, the information gets seamlessly updated in your chosen Google Sheets. This ensures your spreadsheet always reflects the most up-to-date leads, helping you to stay organized and focused on your follow-ups.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Update Spreadsheet Row(s)
Update one or more rows in a specific spreadsheet (with line item support).
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Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItLead Status Change
Triggers when a lead status is changed
Try ItNew Lead
Triggers when a new lead is created.
Try ItFirst NameRequired
Last name
Phone Number
Address
City
State
PostalCode
Lead start time
Email address
Lead source
Description
Company
Job Status Change
Triggers when a job status is changed
Try ItNew Job
Triggers when a new job is created.
Try ItFirst 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
Drive
SpreadsheetRequired
WorksheetRequired
Try It
