CRM: Integration of Webhooks and Google Sheets in Make (Integromat)
Information Gathering
Client request:
The client wanted to automate data processing using Webhooks and Google Sheets, ensuring the structure and relevance of lead data.
What I did:
• Set up automation in Make (Integromat) to receive data via Webhooks.
• Implemented a check to see if the lead exists in Google Sheets.
• Used Router to update existing records and add new ones.
Results for the client:
- Automated checking and updating of lead data.
- Eliminated duplicates or data loss.
- Increased workflow efficiency through automated data transfer.
The client wanted to automate data processing using Webhooks and Google Sheets, ensuring the structure and relevance of lead data.
What I did:
• Set up automation in Make (Integromat) to receive data via Webhooks.
• Implemented a check to see if the lead exists in Google Sheets.
• Used Router to update existing records and add new ones.
Results for the client:
- Automated checking and updating of lead data.
- Eliminated duplicates or data loss.
- Increased workflow efficiency through automated data transfer.