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

1. The full name of a Sales Person is entered as a new row in Google Sheets.
   
2. Zapier automatically creates a new Sales Person in CustomBooks™.
   

What You Need

1. A Google Sheets account.
   
2. An CustomBooks™ account.
   
3. A Zapier account.