Google Sheets integration with Sunivo
How to Create Sunivo leads 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
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Sunivo leads 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 Sunivo integrations
Sunivo actions
Nekton can use any feature that is available in Sunivo API.
Using our advanced AI, you can easily create custom automations for Sunivo.
Here are some typical actions you can do in your automated workflows.
Upload New Lead
Creates a new Lead.
Find Appointment
Finds an Appointment for the given email and phone. Both inputs are optional.
Find Lead Group
Finds a Lead Group. This action will return all the Lead Groups whose name contains the given name. Result will contain all the Lead Groups when name is not provided
Find or Create Lead Group
Finds a Lead Group. This action will return all the Lead Groups whose name contains the given name. Result will contain all the Lead Groups when name is not provided
Create Lead Group
Creates a Lead Group.
Send SMS
Sends a SMS message.
About Sunivo
Sunivo is an All-In-One virtual solar sales platform.