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Customerly + Google Sheets

Add new Customerly leads to Google Sheets as rows

With this workflow, whenever a new lead is detected in the Customerly app, it will swiftly add that lead to a Google Sheets spreadsheet, ensuring all your data is neatly organized and easily accessible. This enables an efficient lead management system, saving you time and improving your customer outreach. Benefit from this seamless data transmission and keep your lead information handy for quick and easy follow-ups.

With this workflow, whenever a new lead is detected in the Customerly app, it will swiftly add that lead to a Google Sheets spreadsheet, ensuring all your data is neatly organized and easily accessible. This enables an efficient lead management system, saving you time and improving your customer outreach. Benefit from this seamless data transmission and keep your lead information handy for quick and easy follow-ups.

  1. When this happens...
    CustomerlyCustomerly
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Customerly triggers, actions, and search

    Lead Converted to User

    Triggers when a lead has been converted to user.

    Trigger
    Instant
    Try It
    • EmailRequired

    • User ID

    • Tag

    Action
    Write
    • EmailRequired

    • Full Name

    • IP Address

    • Attribute

    • Tags

    Action
    Write
    • User ID

    • EmailRequired

    • Full Name

    • IP Address

    • Attribute

    • Tags

    Action
    Write
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About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Related categories

  • Customer Support
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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

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