1.Captures new lead payload
Integrate SharpSpring and lead mapping tools to capture the incoming lead payload and map source fields to generic lead fields.
Add new marketing leads to central contact sheet
Automatically capture new lead payloads across SharpSpring and Microsoft Excel. Create and update when new lead created or lead email captured or inbound payload receivedβso you can prevent duplicates, normalize fields, and log a clean worksheet row without manual spreadsheet updates.
How this automation logs new lead rows to your sheet
When new leads land but spreadsheet rows stay uncoordinated, duplicates and messy fields slow campaign execution. This automation captures lead payloads, filters out existing emails, normalizes contact data, and appends clean rows to Microsoft Excelβso your team can export accurate lead lists.
SharpSpringor swap with your favorite app
2.Searches for existing lead row
Integrate Microsoft Excel, spreadsheet lookup tools, and email keys to find an existing lead row by email and prevent duplicates.
Microsoft Excelor swap with your favorite app
3.Continues only when no match exists
Integrate Filter by Zapier and workflow rules to proceed only when no matching row is found for the incoming lead.
Filter by Zapieror swap with your favorite app
4.Normalizes contact data format
Integrate Formatter by Zapier and data formatting tools to format phone to international standard and trim contact text fields.
Formatter by Zapieror swap with your favorite app
5.Appends a new worksheet row
Integrate Microsoft Excel and reporting exports to add a new row with cleaned name, email, company, and mapped metadata.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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