How to add Leads from Clientjoy to Google Sheets using Integromat?
Let's take an example when an entry is made in your leads module of your Clientjoy account, it gets automatically added to your Google Sheets.
Here are the steps to follow.
1 . Login to your Integromat account. Click on Scenarios.
2) Click on Add new scenario
3) Click on the Add icon
4) Select Clientjoy from the list
5) Choose Watch Leads
6) Choose the webhook from the dropdown or add a new one.
7) Once chosen, click on Ok
8) Next step is to Add another module
9) Choose Google Sheets from the sheet.
10) Select the action to be performed in your Google sheet.
11) Choose the spreadsheet and map the fields. When it's finished, you can click on OK.
12) Once everything is set, click on Run once.
13) Once the scenario run was successfully completed, you can save it.
That's it 🙌 Now you are good to go!
Do you have questions or feedback? Please feel free to reach Clientjoy support via chat/ email (support@clientjoy.io), or explore Help Center to get information!
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