Community Contributed Template: Sync Leads to Google Sheets
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A template to sync qualified leads from a data source to a Google Sheet.
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About This Workflow
Overview
This template demonstrates how to sync qualified lead data from a source (like a database or CRM) to a Google Sheet. It includes steps for triggering data, filtering leads based on specific criteria (e.g., email domain), and appending/updating them in a Google Sheet. This workflow is a good starting point for lead management and data synchronization tasks.
Key Features
- Trigger workflow on data changes or manually.
- Filter data based on custom conditions (e.g., email address).
- Append or update records in a Google Sheet.
- Provides clear instructions on how to use and customize the template.
How To Use
- Duplicate the Google Sheets file (link provided in the
Sticky Note1node). - Configure the Trigger Node: Replace the
Postgres Triggerwith your desired data source (e.g., another database, webhook, API). Ensure it's configured to emit data when new leads are qualified. - Adjust the Filter: Modify the
Filternode's conditions to match your lead qualification criteria. - Configure Google Sheets Node: Double-click the
Google Sheetsnode and authenticate your Google account. Select the correct Google Sheet document and sheet where you want to save the leads. - Test the Workflow: Click the
Execute Workflowbutton and examine the input/output of each node to verify it's working as expected. - Disable or Remove Unused Nodes: Remove the
On clicking "Execute Node"andCodenodes if they are not needed for your use case.
Apps Used
Workflow JSON
{
"id": "7f79cc30-a004-4dd3-881e-9b80163a89d4",
"name": "Community Contributed Template: Sync Leads to Google Sheets",
"nodes": 0,
"category": "Data Synchronization",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 7f79cc30-a004...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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