Google Sheets: Add Deal to Google Sheets CRM from Qualifying Event (Automation Recipe)
This automation helps you make sure every contact in your Google Sheets CRM spreadsheet is qualified. ActiveCampaign's free Google Sheets CRM template -- and this automation -- let you monitor your sales pipeline and track qualified leads.
When a contact completes an action that makes them a qualified lead, this automation adds them as a deal in your Google Sheets CRM spreadsheet. Those qualifying actions can include:
- Viewing a pricing page
- Setting up an appointment
- Requesting a free quote
- Submitting a form for more information
- Anything that indicates that a contact is interested in learning more about -- or even buying from -- your business!
ActiveCampaign created a free Google Sheets CRM template that works with both Excel and Google Sheets. The Google Sheets CRM spreadsheet template keeps track of your sales pipeline by organizing your:
- Sales team
- Lead status
- Deal value
- Sales revenue
- And more!
Once a contact fills out a form, this automation waits until the contact takes a qualifying action, then sends adds their information to your Google Sheets CRM spreadsheet.
Before you import this automation, set up your Google Sheets integration and download our free CRM template for Google Sheets.
Here's how the "Add Deal to Google Sheets CRM from Qualifying Event" automation works:
1. The automation is triggered when a contact submits a form to subscribe. You can change this trigger based on how you track subscriptions.
2. A wait step waits until the contact takes a qualifying action, such as viewing a pricing page or setting up an appointment. All of the conditions listed in the automation recipe are examples and should be adjusted to real events that make leads qualified for your business.
3. When the contact takes that qualifying action, the automation adds a deal record for the contact in your Google Sheets CRM spreadsheet. We recommend using ActiveCampaign's free CRM spreadsheet template.
4. The automation ends.
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