1.Monitor new spreadsheet rows
Integrate Google Sheets to catch new spreadsheet rows from your configured worksheet and trigger lead intake.
Create qualified marketing leads from new spreadsheet rows
Automatically detect new spreadsheet rows across Google Sheets and SharpSpring. Create and update qualified leads when rows are added, emails are present, or names are filledβso you can create lead records, map fields, and set qualified status without manual lead entry.
How this automation qualifies new marketing leads
When new spreadsheet rows arrive with inconsistent identifiers, qualified leads can be missed or duplicated. This automation normalizes IDs, filters incomplete entries, and creates qualified SharpSpring leads and adds them to the right campaign or listβso your team can scale outreach without manual checks.
Google Sheetsor swap with your favorite app
2.Transforms incoming identifiers
Integrate Formatter by Zapier, text tools, and data mapping to normalize the identifier and prepare it for lead creation.
Formatter by Zapieror swap with your favorite app
3.Filters for valid lead data
Integrate Filter by Zapier and validation rules to continue only when email is present and name is non-empty.
Filter by Zapieror swap with your favorite app
4.Creates qualified marketing leads
Integrate SharpSpring, CRM fields, and list tools to create a lead with mapped details and set it to qualified status.
SharpSpringor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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