Microsoft Excel + Mobilo Card
Add new Mobilo Card leads to Microsoft Excel as rows
Capture new leads in your business swiftly and efficiently with this workflow. When a new lead is registered in the Mobilo Card app, it swiftly adds a new row in your Microsoft Excel sheet. This streamlines your process, ensuring every potential client is promptly documented in your spreadsheet without needing to manually transfer information.
Capture new leads in your business swiftly and efficiently with this workflow. When a new lead is registered in the Mobilo Card app, it swiftly adds a new row in your Microsoft Excel sheet. This streamlines your process, ensuring every potential client is promptly documented in your spreadsheet without needing to manually transfer information.
- When this happens...New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try ItNew Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try It
New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
