Automatically Add Leads to a Spreadsheet with Make.com

Why Automate Lead Collection?

Lead collection is a crucial part of any sales and marketing strategy. However, manually collecting leads can be a time-consuming and tedious process. By automating lead collection, you can save time and focus on more important tasks, such as following up with potential customers and closing deals.

How to Automatically Add Leads to a Spreadsheet with Make.com

Make.com offers a range of tools and features that can help you automate lead collection and add them to a spreadsheet. Here’s how to get started:

Step 1: Connect Your Apps

The first step in automating lead collection is to connect the apps that you’re using to collect leads. For example, if you’re using a contact form on your website to collect leads, you’ll need to connect that form to Make.com.

Step 2: Create a Workflow

Once your apps are connected, you can start creating a workflow that will automatically add leads to your spreadsheet. To do this, you’ll need to create a workflow in Make.com that includes the following steps:

Trigger: This is the event that will start your workflow. For example, you could use a “New Form Submission” trigger to start the workflow when someone fills out your contact form.
Action: This is the step that will add the lead to your spreadsheet. For example, you could use a “Add Row to Spreadsheet” action to add the lead’s information to a new row in your spreadsheet.
Connectors: These are the steps that connect your trigger and action together. For example, you could use a “Filter” connector to ensure that only qualified leads are added to your spreadsheet.

Step 3: Test Your Workflow

Before you start using your workflow, it’s important to test it to ensure that it’s working correctly. Make.com offers a range of testing and debugging tools that can help you identify and fix any issues with your workflow.

Step 4: Deploy Your Workflow

Once you’re happy with your workflow, you can deploy it and start using it to automatically add leads to your spreadsheet. Make.com offers a range of deployment options, including scheduled and triggered workflows.

Example of Automatic Lead Collection with Make.com

Here’s an example of how you can use Make.com to automatically add leads to a spreadsheet:

Let’s say that you have a contact form on your website that visitors can fill out to request more information about your product or service. You want to automatically add these leads to a spreadsheet so that your sales team can follow up with them.

Connect your contact form to Make.com.
Create a workflow in Make.com that uses the “New Form Submission” trigger and the “Add Row to Spreadsheet” action.
Use a “Filter” connector to ensure that only qualified leads are added to your spreadsheet. For example, you could filter out leads from certain countries or leads that have already been contacted by your sales team.
Test your workflow to ensure that it’s working correctly.
Deploy your workflow and start collecting leads automatically in your spreadsheet.

Conclusion

In summary, Make.com offers a simple and efficient way to automatically add leads to a spreadsheet. By using our visual platform to create custom workflows that connect your apps and spreadsheet, you can streamline your lead collection and focus on more important tasks. Whether you’re using a contact form on your website, a CRM, or any other app to collect leads, Make.com has the tools you need to automate your lead collection and add them to a spreadsheet. Try it today and see how easy it is to get started!

Get as little or as much help as you need using Make.com to automate adding leads to spreadsheets with Video Tutorials, Premium Support or our Custom Automation Solutions.

Frequently Asked Questions (FAQ)

Can I automate the process to add data from my Gmail into Google Sheets using Make?

Yes, you can set up an automation with Make to transfer data from your Gmail into Google Sheets. The workflow starts with the Gmail application, you’ll need to select Watch Emails and then connect your Google account. Define the specific folder you want to watch in Gmail and create a filter to ensure only relevant emails are processed. Once the emails are selected, use the Google Sheets application to define the spreadsheet and the specific cells where the fetched data should be deposited. Lastly, define a schedule for the automation and activate the scenario.

Can I schedule when my Scenarios run on Make.com?

Do I need to know how to code to use Make.com?

Does Make.com have a free plan?

How can I integrate monday.com and Google Sheets with make.com?

To integrate monday.com and Google Sheets, you need to create a simple automation that will update both platforms simultaneously when there are changes made. Create a monday.com board and a Google Sheet with the same column names. Set up an automation where, whenever there is a new item added or updated to the monday.com board, it will also be added or updated in the Google Sheet. You can use search functions to determine whether an item already exists in the Google Sheet, and then either add a new row for a new item, or update an existing row for an updated item.

How can one differentiate between updates and new entries in Google Sheets using Automation tools?

Using automation tools like Integromat with Google Sheets, you can specify different actions depending on whether a data entry already exists. In the case of a database search that yields results, meaning the entry already exists, you can automate the tool to update the existing row. However, if the search comes up empty, indicating the entry does not yet exist, the tool can be programmed to create a new row. This differentiation is often set up using filters which check for the existence or absence of a specific identifier (like a row number) to trigger different automated responses.

How can one set up a workflow to send a Slack message using data from Google Sheets with Make?

To set up a workflow using Google Sheets and Slack with Make, start by setting up the Google Sheets trigger, which will monitor for updates in your chosen spreadsheet. Following this, define the action, in this case, creating a Slack message. You’ll need to connect to your Slack account, specify the type of connection (user or bot), and define who should be the recipient of the message. The actual message can be a combination of static text and dynamic data pulled from the spreadsheet. You then need to set up a schedule for how often the workflow should run and activate the scenario.

How do I get in the Warnings in Scenario Run Email from Make.com?

How do I know more about the error in my Make.com scenario?

How does Make.com compare to Zapier in terms of cost?

Let's Co-Build Something Together

Co-Build Lite BETA

Submit a Loom for $19 USD

Submit a Loom video with your Make.com automation question and receive a response from one of our co-builders.

Co-Build Sessions

Book a Session for $125 USD

Schedule a personalized co-build session with one of our expert builders at a time that aligns perfectly with your calendar.

Purchase Sessions