Google Sheets: Add Deal Info to Google Sheets CRM (Automation Recipe)
Keep track of your sales pipeline with ActiveCampaign's free Google Sheets CRM template -- and this automation.
If you're using ActiveCampaign's free Google Sheets CRM template, this automation automatically adds new contacts to your Google Sheets CRM and sends them a welcome email when they fill out a form.
ActiveCampaign created a free Google Sheets CRM template that works with both Excel and Google Sheets so that you can keep track of leads and stop new business from slipping through the cracks.
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 sends them an email thanking them for subscribing and welcoming them, then 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 Info to Google Sheets CRM" 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. The automation sends an email to the contact. You can use this email as a welcome email or thank you email to new contacts. If you already use a different automation to run a welcome email series, feel free to delete this action.
3. 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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