Google Sheets + Mobilo Card
Organize new Mobilo Card leads by creating rows in Google Sheets
Streamline your customer management process with this workflow. As soon as you receive a new lead in the Mobilo Card app, a new row will be immediately created in your Google Sheets. This efficiency in data organization means you can focus on building relationships, rather than getting stuck in lead management. With this workflow, manual entries become a thing of the past.
Streamline your customer management process with this workflow. As soon as you receive a new lead in the Mobilo Card app, a new row will be immediately created in your Google Sheets. This efficiency in data organization means you can focus on building relationships, rather than getting stuck in lead management. With this workflow, manual entries become a thing of the past.
- When this happens...New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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 ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
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 ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try It
