BrokerEngine + Google Sheets
Add new BrokerEngine leads to Google Sheets rows
Effortlessly keep track of new leads from BrokerEngine by adding them to a Google Sheets spreadsheet with this workflow. Whenever a new lead is created in BrokerEngine, this automation will create a corresponding row in your chosen Google Sheets spreadsheet, ensuring that your lead data is always up-to-date and easily accessible for better management and follow-ups. Stay organized and save time by streamlining your lead tracking process.
Effortlessly keep track of new leads from BrokerEngine by adding them to a Google Sheets spreadsheet with this workflow. Whenever a new lead is created in BrokerEngine, this automation will create a corresponding row in your chosen Google Sheets spreadsheet, ensuring that your lead data is always up-to-date and easily accessible for better management and follow-ups. Stay organized and save time by streamlining your lead tracking process.
- When this happens...New Lead Created
Triggers when a new lead is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Date Field
Try ItNew Card on Board
Triggers when a new card on a specific board or regardless of board is created.
Try ItNew Deal Created
Triggers when a new deal is created.
Try ItNew Lead Created
Triggers when a new lead is created.
Try It
Financevault Document Request Done
Triggers when client clicks "Done" in a FinanceVault document request.
Try ItNew Contact Created
Triggers when a new contact is created.
Try ItNew Financevault Document Request
Triggers when a new FinanceVault document request is created. This Zap will only be triggered when the Financevault request is created for the very first time. Subsequent updates to the same Financevault portal will not trigger the Zap.
Try ItSubscribed Tags
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