Welcome to part two of our series on automating the transfer of leads from your giveaway funnel to Google Sheets using Agent CRM. In this blog, we’ll take a deeper dive into refining your workflows and enhancing the automation process to ensure accurate and efficient lead management.


Why Focus on Automation Refinement?

  • Save Time: Automate repetitive tasks like data entry.
  • Improve Accuracy: Minimize errors by ensuring lead information is transferred correctly.
  • Streamline Workflows: Optimize the integration for smooth and reliable operation.

Step 1: Review and Update Your Giveaway Funnel Workflow

  1. Access the Workflow

    • Navigate to Automation >> Workflows in Agent CRM.
    • Select the workflow you created in part one of this series (triggered by form submissions).
  2. Add Data Validation Steps

    • Use conditional logic to check for incomplete or incorrect submissions.
    • Example: If a phone number is missing, create an action to notify your team or tag the lead for follow-up.
  3. Enhance Notifications

    • Set up internal notifications to alert your team when a lead is added to the Google Sheet.
    • Use placeholders like {{contact.first_name}} to include personalized details in notifications.

Step 2: Test Advanced Field Mapping

  1. Map Additional Fields

    • If your Google Sheet includes new columns (e.g., “Referral Source” or “Prize Interest”), update your workflow to map these fields.
  2. Use Custom Fields

    • Add custom fields to your Agent CRM funnel form to capture specific data points and sync them to your Google Sheet.
  3. Test the Mapping

    • Submit a test entry with data for the new fields and confirm it appears correctly in your Google Sheet.

Step 3: Automate Data Segmentation

  1. Create Tags Based on Responses

    • Use conditional actions in your workflow to assign tags to leads based on their form responses.
    • Example: Tag leads as “VIP Giveaway” if they select a high-value prize.
  2. Filter Leads in Google Sheets

    • Set up filters in your Google Sheet to organize leads by tags or other key data points for easier management.

Step 4: Monitor and Troubleshoot the Integration

  1. Check Workflow Logs

    • Regularly review workflow logs in Agent CRM to identify any errors or skipped steps in the automation process.
  2. Sync Issues with Google Sheets

    • Verify that your Google Sheets integration is active and properly authenticated in Settings >> Integrations.
  3. Update Access Permissions

    • Ensure the Google account used for the integration has full access to the target Google Sheet.

Learn More

Discover more about optimizing workflows and automating lead management:


Bonus Resource: Watch and Learn