I have a field sales team and want to automate their sales figures and survey responses into a daily spreadsheet, compiled daily and by username
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+6- Zapier Expert
- 117 replies
First you will need to ensure whatever software(s) you’re using for sales and surveys can integrate with Zapier, either with a public zap or via API.
You'll then want to use “schedule” by Zapier as your trigger, and configure it to run daily.
Thr following action steps will need to be the ones that get the information from your sales and survey software(s).
depending on how you’ve set up your spreadsheet, you may be able to get the figures for each person and put them directly into the spreadsheet or you may have to use some storage steps and/or you might need to “loop” through the values to add them.
Generally speaking, we need a lot more information to be able to help in more detail. Screenshots of what you’ve already tried building and the names of all your software(s) would be a helpful start.
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