Set up and automate workflows with Captain Data in Make, including tips for integrating CRMs, spreadsheets, and databases.
You can also refer to this Guideflow to learn how to configure the ‘Launch a Workflow’ module for Captain Data in Make.
While the guide focuses solely on setting up the module, keep in mind that you’ll need a data source in place beforehand. This could be your CRM (e.g., HubSpot), a spreadsheet (e.g., Google Sheets), Notion, or any database.
Captain Data doesn’t directly support triggering a workflow when a new row is added to your spreadsheet. To achieve this, you’ll need to: Use Make’s Google Sheet Module (Watch New Rows).
Google Sheets Setup
Launch a workflow from Slack by sending, for example, a LinkedIn company URL and job titles, triggering the “Find Leads from Company Profile with Sales Navigator” workflow to fetch and return leads.
Follow this process:
Use this JSON blueprint:
Set up and automate workflows with Captain Data in Make, including tips for integrating CRMs, spreadsheets, and databases.
You can also refer to this Guideflow to learn how to configure the ‘Launch a Workflow’ module for Captain Data in Make.
While the guide focuses solely on setting up the module, keep in mind that you’ll need a data source in place beforehand. This could be your CRM (e.g., HubSpot), a spreadsheet (e.g., Google Sheets), Notion, or any database.
Captain Data doesn’t directly support triggering a workflow when a new row is added to your spreadsheet. To achieve this, you’ll need to: Use Make’s Google Sheet Module (Watch New Rows).
Google Sheets Setup
Launch a workflow from Slack by sending, for example, a LinkedIn company URL and job titles, triggering the “Find Leads from Company Profile with Sales Navigator” workflow to fetch and return leads.
Follow this process:
Use this JSON blueprint: