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New Client Sheet Generator?
Hello,
I have a Web Form which Account Managers complete when a new client is to be added to a 3rd party tool. This data transfers to a smartsheet where an email is sent to our 3rd party tool notifying them there is a new client. This data contains the client name, address, phone, email, and POC.
At this point, I am atempting to save the Account Managers' keystokes by having these fields populate another sheet that is required. This would be one client per sheet. Would like to have this be automatic, but haven't found anything that would make that possible.
Thoughts/Suggestions?
Debbie
Comments
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This appears to me like a design session is needed to clarify the workflow requirem. I would suggest emailing support@smartsheet.com
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When looking to automate a process in Smartsheet, I start with Zapier (www.zapier.com).
Craig
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