Easily manage your new EasyBroker contacts by having them automatically added to a Google Sheets document. This template takes care of capturing all new contacts, formats the creation date for clarity, and organizes your information in one central place.
Whenever a new contact is created in your EasyBroker account, this workflow is instantly triggered to capture the details. You won’t need to lift a finger—just set it once and enjoy hands-free updates.
The workflow automatically formats the contact’s creation date into a reader-friendly "DD/MM/YYYY" style. This way, your records look consistent and are easier to understand.
Next, the contact’s details, including the formatted creation date and full name, are added as a new row in your specified Google Sheets document. Everything is organized, and you always have a backup online.
Boost your productivity with this easy automation, so your team can focus on building client relationships instead of managing spreadsheets!
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