1.Monitor updated intake worksheet rows
Integrate Google Sheets and spreadsheet workflows to look up client lead matches by email and prevent duplicates.
Add candidate to client lead list and notify
Automatically monitor updated candidate rows in Google Sheets and route qualified entries across lead management tools. Create and update lead records and PDF intake links when candidates are marked ready to forward, so you can add qualified prospects, prevent duplicates, and notify clients without manual follow-up.
How this automation accelerates your client lead list
When updated candidate rows stay unverified, leads can be delayed and duplicates can slip into your client list. This automation looks up existing leads, filters qualifying candidates, formats fields, generates intake PDFs, and notifies client and candidateβso your team can add qualified leads without chasing spreadsheets.
Google Sheetsor swap with your favorite app
2.Filters qualifying candidates for forwarding
Integrate Filter by Zapier and workflow routing to continue only when the candidate is marked to forward and the lookup allows it.
Filter by Zapieror swap with your favorite app
3.Formats phone and event timestamps
Integrate Formatter by Zapier and data formatting tools to clean phone numbers and normalize timestamps for later use.
Formatter by Zapieror swap with your favorite app
4.Generates PDF intake and share link
Integrate Google Docs + Google Drive and document templates to create an intake document, export PDF, and upload it.
Google Docsor swap with your favorite app
5.Adds lead row and sends notifications
Integrate Google Sheets + Gmail and email notifications to create the new lead row and send the client and candidate emails.
Gmailor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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