1.Receives new chat lead
Integrate Intaker and lead capture tools to detect incoming chat payloads and parse timestamps, name fragments, and contact fields.
Add incoming chat leads to your shared tracking sheet
Automatically monitor new chat leads across Intaker and Google Sheets. Create and update shared sheet rows when chat messages arrive, SMS leads come in, or intake payloads are receivedβso you can deduplicate entries, record contact details, and preserve a follow up list without manual spreadsheet work.
How this automation keeps your intake leads ready
When new chat leads arrive, delays can break follow up and waste campaign time. This automation processes chat intake payloads, then finds matches and creates new Google Sheets rowsβso your team can follow up from one clean lead list.
Intakeror swap with your favorite app
2.Finds matching lead row
Integrate Google Sheets and spreadsheet lookup tools to find existing rows by email first and phone as a fallback.
Google Sheetsor swap with your favorite app
3.Creates new lead row
Integrate Google Sheets and spreadsheet mapping tools to create a new row with date, names, email, phone, and intake source.
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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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