I currently have an excel document I would like to use with a lead. Information from a custom field automatically populate into an excel spreadsheet.
For now, I have set up a Google Sheets URL link to the spreadsheet and the CRM user will have to go back and forth putting information into the spreadsheet.
Is there a way to use Zoho Docs / Sheets to have it get information from a lead and put into a spreadsheet? If so, how do you do that?
Thanks in advance.
AL