Automatically Sync SharpSpring Opportunities to Google Sheets
This workflow monitors new opportunities in SharpSpring and seamlessly adds them as new rows in a Google Sheets spreadsheet every 15 minutes.
The workflow is designed to help sales teams keep track of new opportunities by automatically updating a Google Sheets spreadsheet with data from SharpSpring. It retrieves details such as opportunity ID, name, probability, and amount, ensuring that your spreadsheet is always up-to-date without manual intervention. The template uses a predefined spreadsheet format, which you can customize by making a copy of the provided example.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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