1.Catches updated lead fields
Integrate WhatConverts and lead source tools to capture updated lead details like source medium and status for the workflow.
Update reporting dashboard when a lead is updated
Automatically monitor updated lead events across WhatConverts and Google Sheets. Create and update when submission dates format, phone numbers normalize, and matched rows update β so you can refresh reporting columns, protect attribution accuracy, and avoid manual dashboard updates.
How this automation updates your reporting dashboard
When updated leads are not reflected in your shared worksheet, reporting drifts and teams act on stale attribution and status. This automation catches updated lead events, formats key fields, and updates the matching Google Sheets rowβso your dashboard stays current.
WhatConvertsor swap with your favorite app
2.Formats submission date
Integrate Formatter by Zapier and date formatting tools to standardize the submission date as YYYY-MM-DD for sheet mapping.
Formatter by Zapieror swap with your favorite app
3.Normalizes lead phone
Integrate Formatter by Zapier and phone normalization tools to convert the contact phone into a lookup-ready value.
4.Looks up the matching row
Integrate Google Sheets and spreadsheet search tools to find the configured worksheet row using the formatted phone.
Google Sheetsor swap with your favorite app
5.Updates the reporting row
Integrate Google Sheets and spreadsheet update tools to overwrite mapped columns with the latest lead reference, date, phone, and status.
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