SyndicationPro integration with Google Sheets
How to Create Google Sheets spreadsheet rows from new contacts in SyndicatonPro
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 Google Sheets spreadsheet rows from new contacts in SyndicatonPro" 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 SyndicationPro integrations
SyndicationPro actions
Nekton can use any feature that is available in SyndicationPro API.
Using our advanced AI, you can easily create custom automations for SyndicationPro.
Here are some typical actions you can do in your automated workflows.
Update a Contact
Triggers when you update the contact.
Contact Created or Updated
Triggers when a new lead signs up or a contact is updated.
About SyndicationPro
SyndicationPro is a robust and easy to use CRM, Investor Portal and Investment Management software.