1.Detect prospect status changes
Integrate Salesforce and CRM connectors to capture the account change and identify the new prospect status.
Update spreadsheet stage from CRM prospect status for leads
Automatically monitor prospect status changes across Salesforce and sync Google Sheets leads. Update and route records when your configured lead source matches, so you can align stage and substatus and avoid manual spreadsheet updates without delays.
How this automation updates your lead spreadsheet stage
When the configured prospect status changes in Salesforce, stale data can slow follow-up. This automation looks up the right lead row in Google Sheets and updates stage and substatusβso your team can keep CRM and spreadsheets aligned without manual work.
Salesforceor swap with your favorite app
2.Filter by configured lead source
Integrate Filter by Zapier and routing rules to continue only for records from the configured lead source.
Filter by Zapieror swap with your favorite app
3.Lookup matching lead row
Integrate Google Sheets and data mapping to lookup the row using account email as the sheet key.
Google Sheetsor swap with your favorite app
4.Branch by new prospect status
Integrate Paths by Zapier and status rules to route stalled-like and onboarded-like statuses to the right mapping.
Paths by Zapieror swap with your favorite app
5.Update stage and substatus
Integrate Google Sheets and spreadsheet updates to map new status values into stage and substatus columns.
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