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Sales Pipeline Management with Outseta and Google Sheets

Combine the power of Outseta for CRM and sales automation with the flexibility of Google Sheets to manage your sales pipeline efficiently.

Connect Prefix with Outseta and Google Sheets to:

Track deals through stages in your sales pipeline directly within a Google Sheet
Automatically update deal statuses and contact information using Outseta
Visualize sales data in real-time, enabling quick decision-making and strategy adjustments

Integrate seamlessly on Prefix with

Available Actions

Prefix's AI can intelligently identify and connect these actions and many others together for any workflow you need.

Add Deal

Add Person

Append Row

Update Cell

Try these actions on Prefix

Create helpful visual tools and applications for your team connecting these actions in minutes with our powerful AI, or get a demo for your particular use case.

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Connecting your Outseta and Google Sheets accounts

All account information is stored securely in our encrypted vault. Once you've connected your accounts, Prefix's AI can continue to use these actions to help you build powerful automations and internal tools.

Find and select Outseta from the list of Featured Apps on your Prefix dashboard. You should see a popup similar to the one pictured below asking you for some information about your account.

Then, if you're unsure where to find this info:

Sales Pipeline Management with Outseta and Google Sheets

Connect Prefix with Outseta and Google Sheets to:

Available Actions

Try these actions on Prefix

Connecting your Outseta and Google Sheets accounts

Set up Outseta actions

Set up Google Sheets actions