Dazos CRM integration with Google Sheets
How to Add new Dazos CRM outbound referrals to a Google Sheets spreadsheet as 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 "Add new Dazos CRM outbound referrals to a Google Sheets spreadsheet as 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 Dazos CRM integrations
Dazos CRM actions
Nekton can use any feature that is available in Dazos CRM API.
Using our advanced AI, you can easily create custom automations for Dazos CRM.
Here are some typical actions you can do in your automated workflows.
Lead Converted to Opportunity
Triggers when a Lead is Converted to an Account/Opportunity.
New Opportunity
Triggers when a new Opportunity is created.
New Referral Source
Triggers when a new Referral Source is created.
Opportunity Discharged
Triggers when an Opportunity gets discharged.
Outbound Referral Updated
Triggers when an Outbiund Referral is updated.
New Lead Created
Triggers when a new Lead is created.
About Dazos CRM
For organizations who value every single lead, our advanced CRM empowers true oversight of your entire admissions and marketing departments.