Inbound lead workspace setup
Creates the lead spreadsheet the inbound triage templates read from, with the right tabs, headers and sample data.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
The integration steps this workflow runs, in the order it first runs them.
- 1Google SheetsCreate spreadsheet
- 2Google SheetsCreate tab
- 3Google SheetsAppend row
- 4Google SheetsDelete tab
How it works
Everything the template sets up, and what to fill in before the first run.
Run this once, before the other two inbound-lead templates. It builds the spreadsheet they both read and write, so you never have to get four tabs and forty column headers right by hand.
It creates a workbook with four tabs. 'New leads' is where your form writes each submission. 'Accounts' is what you already own, so a lead from a company an AE is already working goes to that AE instead of into the round robin. 'Reps' is who can receive leads. 'Ledger' is written by the triage workflow and read by the sweeper - it is the record of every decision made about every lead, including the ones that were dropped and why.
It also drops in two sample leads: one genuine buyer with a deadline and a competitor named, and one agency pitching you services. That second one is there deliberately. It scores well on firmographics and is worthless to a rep, and watching the triage workflow drop it quietly while routing the first one is the fastest way to see what these templates actually do.
When it finishes it prints the spreadsheet URL. Paste that into the step called 'Create spreadsheetUrl' on both of the other templates, then replace the REPLACE_ME__ placeholders on the Reps and Accounts tabs with a real teammate and their Slack member ID.
Only needs Google Sheets connected. Safe to run more than once - each run creates a fresh spreadsheet and leaves any earlier one alone.
You May Also Be Interested In
Score client health from your email logScores how satisfied each client sounds in the emails you log every week and keeps a client health dashboard tab up to date.
Fill in the facts about the companies on your listLooks up each company on your list in a business database and appends its size, industry, founding year and head office as columns.
Fill in what each company sells, and who toReads each company in your sheet from its own web page and records what it sells and who to, with the page it read.
Write a tailored first email for every row of your listWrites a different first-contact email for each row of your sheet from that row's own facts, records it, then sends it.
Start from a workflow that already works.
Add "Inbound lead workspace setup" to your workspace, connect its apps, and make it yours. No credit card required.
Free plan available · No credit card required