Google Sheets + RD Station
Create spreadsheets in Google Sheets for new opportunities in RD Station
Organize your new opportunities in a streamlined manner with this seamless workflow. Whenever a new opportunity arises in RD Station CRM, this automation will diligently update your Google Sheets with the details. This way, you can keep track of new opportunities without having to manually update your spreadsheets, letting you focus on what’s truly important - seizing these opportunities.
Organize your new opportunities in a streamlined manner with this seamless workflow. Whenever a new opportunity arises in RD Station CRM, this automation will diligently update your Google Sheets with the details. This way, you can keep track of new opportunities without having to manually update your spreadsheets, letting you focus on what’s truly important - seizing these opportunities.
- When this happens...New Opportunity
Triggers when a Lead is marked as opportunity.
- automatically do this!Create Spreadsheet
Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.
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New Lead Conversion
Triggers when a new lead is created.
Try ItEvent IdentifierRequired
EmailRequired
Name
Job Title
State
City
Country
Phone
Mobile Phone
Twitter
Facebook
LinkedIn
Website
Company Name
Company Address
Company Size
Traffic Source
Traffic Medium
Traffic Campaign
Traffic Value
EmailRequired
Value
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try It
