1.Triggers on new or updated row
Integrate Google Sheets and spreadsheet workflows to ingest the new or updated row payload to start lead enrichment.
Add updated spreadsheet contacts to your marketing prospect list
Automatically monitor new or updated spreadsheet rows across Google Sheets and Pardot. Automatically create and update prospect records and log internal tracker items when inquiry rows arrive, spreadsheet edits happen, or new entries qualifyβso you can format dates, attribute campaigns, and avoid manual prospect tracking.
How this automation adds prospects to your marketing list
When updated spreadsheet contacts arrive, delays can cause lost outreach opportunities. This automation routes qualifying rows to Pardot, formats inquiry fields, and creates internal tracker itemsβso your team adds new prospects without manual lead entry.
Google Sheetsor swap with your favorite app
2.Filters for qualifying inquiries
Integrate Filter by Zapier and rules engines to evaluate inquiry type or keywords so only qualifying rows continue.
Filter by Zapieror swap with your favorite app
3.Formats dates for mapping
Integrate Formatter by Zapier and data transformation tools to format date fields into YYYY-MM-DD for consistent mapping.
Formatter by Zapieror swap with your favorite app
4.Finds or creates a prospect
Integrate Pardot and lead enrichment tools to map fields into a prospect record and assign it to the campaign.
Pardotor swap with your favorite app
5.Creates internal tracker item
Integrate Notion and database tools to create an internal tracker entry with prospect links and inquiry notes.
Notionor swap with your favorite app
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Step 1
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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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