Automate Lead and Contact Management with Spreadsheet Logs

Effectively organizing leads and contacts is crucial for growing your business. This automation template makes it easy by automatically finding existing leads and contacts—or creating them if they don't exist—and recording all the details in a spreadsheet for simple tracking and follow-up.

Trigger Event

Workflow Trigger

The process begins when you activate the workflow. This could be triggered by a specific event (like a form submission or lead capture) to ensure every new potential client is accounted for.

Actions

1. Find an Existing Lead

The workflow first checks your lead database in Kommo for a specific person by name. If the lead does not exist, it can also create a new lead based on your preferences.

2. Check Lead Status

The system determines if the lead exists:

• If the lead is found:
  • It retrieves detailed data about the lead and any linked information in Kommo.
  • Proceeds to find or create a linked contact (such as a decision maker or associated individual), ensuring all relevant people are captured in your records.

3. Format Lead Information

It then makes the date and lead names neat and easy to read, so your logs look professional and organized.

4. Log Details to Google Sheets

Finally, all this valuable information—including names, dates, and other lead/contact details—is automatically logged into a specific Google Sheet and tab. Now you have a clear, up-to-date record you can reference anytime or share with your team easily.

Benefits of this Template

• Saves Time: No more manually searching or creating lead or contact entries.
• Reduces Errors: Automation means less chance of mistakes in your records.
• Keeps Data Organized: Smooth tracking of leads and contacts, all in one place.
• Easily Scalable: As your business grows, you can handle more leads and contacts without extra effort.

Automate your lead and contact management now and free up your team to focus on closing more deals!