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Google Sheets + Workiz

Google Sheets + Workiz

Google Sheets + Workiz integrations

Update Google Sheets rows with new leads from Workiz

Increase efficiency by updating your Google Sheets with new leads from Workiz. With this workflow, whenever a new lead is captured in Workiz, the information gets seamlessly updated in your chosen Google Sheets. This ensures your spreadsheet always reflects the most up-to-date leads, helping you to stay organized and focused on your follow-ups.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Update Spreadsheet Row(s)
    Update Spreadsheet Row(s)
    Update Spreadsheet Row(s)Update one or more rows in a specific spreadsheet (with line item support).
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More things you can do with Workiz and Google Sheets

Discover other triggers and actions you can use with Workiz and Google Sheets

  • Workiz triggers, actions, and search
    Job Is Done

    Triggers when a job is completed and status has changed to Done

    Trigger
    Polling
    Try It
    • First Name
      Required
    • Last name
    • Phone Number
    • Address
    • City
    • State
    • PostalCode
    • Lead start time
    • Email address
    • Lead source
    • Description
    • Company
    Action
    Write
    • First Name
      Required
    • Last name
    • Phone
    • Address
      Required
    • City
      Required
    • State
    • PostalCode
      Required
    • Jobs start time
      Required
    • Job Type
      Required
    • Service Area
    • Email address
    • Job source
    • JobNotes
    • Company
    • Phone Ext
    • Second Phone
    • Second Phone Ext
    • Unit
    • Job End Date Time
    • Client Id
    Action
    Write
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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About Workiz
Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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