Google Sheets + Workiz
Track lead status changes in Workiz by creating spreadsheet rows in Google Sheets
Effortlessly keep track of changes in lead status within the Workiz app using this workflow. Immediately after a status change, a new row will be added to a specified Google Sheets spreadsheet. This process not only helps in real-time lead status tracking but also improves data organization, saving you time and manual efforts.
Effortlessly keep track of changes in lead status within the Workiz app using this workflow. Immediately after a status change, a new row will be added to a specified Google Sheets spreadsheet. This process not only helps in real-time lead status tracking but also improves data organization, saving you time and manual efforts.
- When this happens...Lead Status Change
Triggers when a lead status is changed
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
