Google Sheets integration with Behavior Sales
How to Create plain text based pre-call briefs in Behavior Sales from new Google Sheets rows
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create plain text based pre-call briefs in Behavior Sales from new Google Sheets rows" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Behavior Sales integrations
Behavior Sales actions
Nekton can use any feature that is available in Behavior Sales API.
Using our advanced AI, you can easily create custom automations for Behavior Sales.
Here are some typical actions you can do in your automated workflows.
Fetch Pre-Call Brief
Fetch Pre-call brief
Create Recording Based Post-Call Brief
Create Recording based Post-call Brief
Create Twitter Account Based Pre-Call Brief
Personality type analysis (Pre-call Brief) based on Twitter account
Push a File to Sales Baseline Module
Push your sales call recording to the Sales Baseline module
Create LinkedIn Profile Based Pre-Call Brief
Personality type analysis (Pre-call Brief) based on a LinkedIn profile
Create Plain Text Based Pre-Call Brief
Personality type analysis (Pre-call Brief) based on plain text.
About Behavior Sales
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