I work in real estate and we track our agents call volume on a weekly and all time basis. We currently use a google spreadsheet to input all sales metrics. I am trying to cut down on the amount of manual input required to present the main dashboard.
Currently on my Infusionsoft Dashboard - I have a widget with all call volume based on a custom report. WHat I would like to do, is when an agent records a specific call outcome or some sort of trigger - I’d like to add the Owner ID and contact ID to an input page on my spreadsheet - then I can pull the data to the dashboard. I have Zapier, but unfortunately, it will only check a contact and tag once. So if they make multiple contact attempts, it won’t add the contact the sheet again - which I need it to.
Any ideas on how I could automate this instead of pecking in the total calls each week?