Log every won deal to the sheet finance already uses

Finance keeps a sheet. Sales keeps a CRM. Someone reconciles the two on Friday. This writes the row the moment a deal is won, so there's nothing left to reconcile.

Salesrevops-automatorB2Bstarter1 step1 output

Workflow

Workflow produced by this recipe.

Run this recipe

What it does

Appends a row to a Google Sheet on every closed-won deal, using the fields your finance and ops team already track.

You get

a Google Sheet that fills itself on every win

How it works

Append a row on every win

Create Workflow

When a deal moves to closed won, a row goes into the chosen sheet with the deal, account, amount, close date, owner and source. Columns are matched by header name and never by position, so inserting a column cannot silently misdirect every write after it. A sheet that is momentarily locked does not fail the run: the skipped rows are recorded so they can be recovered.

Produces:Workflow

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