Recommended Zaps: New Salesperson from Google Spreadsheet Row
Sometimes the people who hire new salespeople may not have access to CustomBooks™. With a simple row in a spreadsheet, the magic begins. Google Sheets is one of the most popular and easy ways to manage a spreadsheet. With this Zap, as you add new members to your sales team, CustomBooks™ will also create a new Sales Person to match.
How It Works
- The full name of a Sales Person is entered as a new row in Google Sheets.
- Zapier automatically creates a new Sales Person in CustomBooks™.
What You Need
- A Google Sheets account.
- An CustomBooks™ account.
- A Zapier account.
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