Workflow templates / Sales & leads
Save contact details to your sheet
The chat asks each person for their email and phone. A row with their details, channel and join date goes to your Google Sheet.
Works with: Any channel, A connected app
How it works
- Someone messages you and nothing else answers them.
- They are asked for their email, then their phone.
- The flow notes the channel and when they joined.
- A row goes to your sheet once you pick your Sheets tool.
Steps in the workflow: Trigger, Set contact field, Set contact field, Send message, Wait for reply, Condition, End, Set variable, Set variable, Send message, Wait for reply, Condition.
Who it is for
Teams that keep their contact list in Google Sheets.