Record New Customers from Mantle in Google Sheets
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This template captures customer information whenever a new customer is created in Mantle and logs it into a structured Google Sheets spreadsheet. Eliminate manual data entry, enhance visibility into customer activity, and maintain organized records, all in one central place.
Frequently asked questions:
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Can MESA handle the setup for me?
Yes, check out our Expert Workflow Setup. We'll collaborate with you to craft the perfect workflow so you're up and running with confidence.
How this template works:
Customer subscribed
The workflow triggers when a new customer subscribes in Mantle, kicking off the workflow to log their info.
Retrieve customer details
Fetches full customer data from Mantle, including email, name, and other relevant info.
Add row to sheet
Logs the retrieved customer details into a specific Google Sheets spreadsheet, creating a centralized record.
Record New Customers from Mantle in Google Sheets
100% customizable. No code required.
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