1.Monitor new file in folder
Integrate Google Drive and shared intake storage to watch the configured intake folder to pass new file metadata to the workflow.
Add new leads from uploaded form CSV to sheet
Automatically monitor new file in folder uploads across Google Drive and Google Sheets. Create and update when CSV submissions landβso you can extract CSV text, clear old funnel rows, and populate fresh lead entries without manual entry.
How this automation refreshes your lead funnel sheet
When new CSV leads arrive, delays can block campaigns and create duplicates in your funnel. This automation watches for new intake files, parses CSV submissions, clears old rows, and populates new lead rowsβso your team can use fresh data immediately.
Google Driveor swap with your favorite app
2.Extract CSV text from Drive
Integrate Files By Zapier, file extraction tools, and Drive storage to create a file from drive file and extract text to output raw CSV text for parsing.
Files By Zapieror swap with your favorite app
3.Import CSV into line items
Integrate Formatter by Zapier and data normalization tools to import CSV to line items to convert CSV text into structured line items and normalize delimiters.
Formatter by Zapieror swap with your favorite app
4.Clear existing funnel rows
Integrate Google Sheets and spreadsheet tools to clear rows in configured worksheet to delete or clear existing data rows and prep fresh import.
Google Sheetsor swap with your favorite app
5.Create new lead rows
Integrate Google Sheets and batch row updates to create new rows to map lead fields and add rows in batch for campaign use.
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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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