Recommended Zaps: New Salesperson from Google Spreadsheet Row

Recommended Zaps: New Salesperson from Google Spreadsheet Row


acsandsheets

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.

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