Google Sheets integration with Boostapp
How to Create leads in Boostapp from new spreadsheet rows in Google Sheets
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 leads in Boostapp from new spreadsheet rows in Google Sheets" 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 Boostapp integrations
Boostapp actions
Nekton can use any feature that is available in Boostapp API.
Using our advanced AI, you can easily create custom automations for Boostapp.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creates a new lead.
Create New Task
Creates new task, probably with input from previous steps.
Update Lead Stage
Update existing lead to another stage from the pipeline.
Find or Create Client
Finds a client by client Id/Email/Phone
Create New Client
Creates new client with status Active / archived.
Send Message
Create and send new Email / SMS / Push notification
About Boostapp
Boostapp is a leading all-in-one stop platform for manage memberships, sales and marketing.