Picture this: You're getting swamped with new leads that you need to painstakingly categorize into Google Sheets. On top of that, you still need to update Insightly with the same information on each and every lead. Doing this manually is incredibly time-consuming. Is there any way you could automate this process instead?
Luckily, there is a simple yet effective way. In today's post, we’ll show you an easy marketing automation trick that triggers actions and conditions from Google Sheets to Insightly. This leaves your team with more time for lead generation, lead nurturing and building stronger customer relationships.
First, open your Cloudpipes account to construct a pipeline (if you haven’t registered yet, you can make a Cloudpipes account here https://www.cloudpipes.com/register. It’s very quick).
Start by adding a ‘New Row’ in Google Sheets. Add your lead scores and grades, as well as the lead name.
From there, Cloudpipes will search for leads in Insightly based on the email and name that was input into Google Sheets.
Based on the results, our Cloudpipes pipeline will sort the leads by grade and score.
Depending on the complexity of your Cloudpipes workflow, we can always add more lead information , such as the date, industry, email, address, etc.
And that’s it! That’s how simple it is to create a lead-processing workflow for Google Sheets and Insightly. You only need to update Google Sheets once for all your leads to automatically sync to Insightly via Cloudpipes — no need to manually update the Insightly contact field anymore.
*Still not sure why you need need sales and marketing workflow automation? Try our free tutorial and we’ll show you the real-life impact of streamlining your business efforts!