1.Captures new lead
Integrate Exly and lead intake tools to detect a new lead captured event and to start the workflow processing.
Add event-specific leads to your central leads sheet
Automatically monitor new lead captured signals across Exly and Google Sheets. Create and update qualifying lead rows when leads are captured, session signups occur, or event registrations submitβso you can segment outreach, keep reporting current, and reduce spreadsheet entry without manual lead uploads.
How this automation qualifies leads into your sheet
When new lead captured happens in Exly, manual spreadsheet entry can delay segmentation and reporting. This automation formats dates and filters qualifying records and creates rows in Google Sheetsβso your team can run timely outreach without chasing new signups.
Exlyor swap with your favorite app
2.Formats lead timestamp
Integrate Formatter by Zapier and timezone utilities to format the incoming timestamp to a local date for sheet mapping.
Formatter by Zapieror swap with your favorite app
3.Filters for qualifying events
Integrate Filter by Zapier and event session rules to filter records and continue only for target session signups.
Filter by Zapieror swap with your favorite app
4.Creates spreadsheet row
Integrate Google Sheets and data mapping tools to create a new spreadsheet row with lead and event fields for tracking.
Google Sheetsor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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