I have a Google Sheet that tracks sales leads (Name, Email). I have a different GSheet that stores sales data from Xero.
How do I append a sales date and $value to the Sales Leads GSheet by matching email address.
The goal is to track conversion rate, sales cycle time, and $value of each lead.
Hi @FellowHuman, Iām a fellow human too. Nice to make your acquaintance!
In the Google sheets Search Rows action, you can find a row by giving criteria to match. If your emails are in a specific column, you can take that information in one sheet, locate the row to update in the other shee and use Update Row to make the change.
Unless I misunderstood your question.
Fellow human out to go locate intelligent extraterrestrial life forms,
L