Automatic lead qualification in Google Sheets via Make
Task
It was necessary to automate the processing of incoming leads so that they immediately entered a structured Google Sheet and received basic qualification. An important condition was to avoid manual data copying, have a single source of truth for leads, and the ability to further work with them in other scenarios.
Solution
A scenario was set up in Make, which receives new leads from connected sources and transfers them to Google Sheets. The scenario takes raw lead data (contacts, channel, type of request) as input, cleans it, and applies simple qualification rules (for example, by source, country, budget, or type of service). Then Make records the information in the main Google Sheet: if the lead does not exist yet, a new row is created; if a match is found by email/phone, the scenario updates the existing row without creating duplicates. Within the sheet, the data is distributed across the necessary columns (status, segment, priority), allowing for immediate filtering and passing them to the next stages (funnels, mailings, processing in CRM).
Result
All new leads automatically enter Google Sheets in a structured and usable form, without manual entry and errors. Managers see already qualified leads with statuses and priorities, can quickly filter the necessary segments, and pass them to the further process (for example, to CRM or to a mailing scenario). The system has become a single entry point for the entire lead database, and changes to the qualification logic can be made without the involvement of developers — it is enough to edit the scenario or the structure of the sheet.
In numbers
- 1 scenario in Make that covers the collection and qualification of all incoming leads in Google Sheets.
- Up to 100% of new leads automatically enter the sheet without manual copying.
- 0 duplicates thanks to checks on key fields before creating a new row.
- Reduction of time for initial lead processing to a few seconds instead of minutes for each contact.
It was necessary to automate the processing of incoming leads so that they immediately entered a structured Google Sheet and received basic qualification. An important condition was to avoid manual data copying, have a single source of truth for leads, and the ability to further work with them in other scenarios.
Solution
A scenario was set up in Make, which receives new leads from connected sources and transfers them to Google Sheets. The scenario takes raw lead data (contacts, channel, type of request) as input, cleans it, and applies simple qualification rules (for example, by source, country, budget, or type of service). Then Make records the information in the main Google Sheet: if the lead does not exist yet, a new row is created; if a match is found by email/phone, the scenario updates the existing row without creating duplicates. Within the sheet, the data is distributed across the necessary columns (status, segment, priority), allowing for immediate filtering and passing them to the next stages (funnels, mailings, processing in CRM).
Result
All new leads automatically enter Google Sheets in a structured and usable form, without manual entry and errors. Managers see already qualified leads with statuses and priorities, can quickly filter the necessary segments, and pass them to the further process (for example, to CRM or to a mailing scenario). The system has become a single entry point for the entire lead database, and changes to the qualification logic can be made without the involvement of developers — it is enough to edit the scenario or the structure of the sheet.
In numbers
- 1 scenario in Make that covers the collection and qualification of all incoming leads in Google Sheets.
- Up to 100% of new leads automatically enter the sheet without manual copying.
- 0 duplicates thanks to checks on key fields before creating a new row.
- Reduction of time for initial lead processing to a few seconds instead of minutes for each contact.
Lvov 
Available for hire
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