I have a google sheet of all my clients for follow up and contact purposes. my coaches and I update it as we contact them individually.
Is it possible to have deals updated automatically when they update in the google sheet. OR is there a better way to do this. My coaches do not have access to my Active Campaign acc
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Hey Jo! Sorry we missed this when it was originally published, but in the spirit of providing insight on this question, I’ll be happy to take a look!
I believe an automation will be a great fit for you. We’ll need to take a closer look at your current schedule et up to find the best option for you. But, for example, if you have an automation that has the “add a row” block to mean to post contact info on your Google sheets, then we can work on adding deal actions to your automation such as: add or edit a deal from your ActiveCampaign account.
Hope this helps, and don’t hesitate to contact us so we can review any specific scenario together!