Automate Client Inquiry Capture with SmartLead Sheet Sync
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Effortlessly capture new client inquiries directly from your website forms into a structured Google Sheet. This workflow automates the tedious manual entry, ensuring no lead is missed and your sales team has immediate access to fresh opportunities.
About This Workflow
The SmartLead Sheet Sync workflow is designed to streamline your lead management process by automatically transferring client inquiries from your web forms into a Google Sheet. It begins by setting up a webhook to receive incoming form submissions. These submissions are then processed through a code node, which cleans and structures the data for optimal use. Finally, the clean lead data is seamlessly appended to your designated Google Sheet, providing a real-time, organized database of all your prospective clients. This eliminates manual data entry, reduces errors, and ensures your sales team can act on new leads faster than ever.
Key Features
- Automatic Data Capture: Instantly save all incoming client inquiries from your forms.
- Data Cleaning & Structuring: Ensure lead data is accurate and formatted correctly before saving.
- Seamless Google Sheets Integration: Centralize your lead data in a familiar and accessible spreadsheet.
- Real-time Lead Access: Provide your sales team with up-to-the-minute lead information.
How To Use
- Set up the Webhook: Configure the 'Form Submission Hook' node with your specific webhook URL generated by n8n. Ensure your website's form submission process is set to POST data to this URL.
- Configure Data Parsing: Customize the 'Parse + Clean Lead Data' code node to correctly extract and format the specific fields from your form submissions. This might involve mapping field names and cleaning text.
- Connect Google Sheets: Set up the 'Save To Google Sheets' node by authorizing n8n to access your Google account and selecting the target Google Sheet and worksheet where you want to store the lead data.
Apps Used
Workflow JSON
{
"id": "a50cc290-81af-4770-80e1-eceb6c827241",
"name": "Automate Client Inquiry Capture with SmartLead Sheet Sync",
"nodes": 18,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: a50cc290-81af...
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