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Workflows
How to Save WhatsApp Enquiries to Google Sheets Automatically
Never lose track of a prospect again. A simple workflow to organise leads, numbers and requirements without a complicated CRM.
Many businesses lose customers simply because enquiries get buried in chats. A shared Google Sheet fixes this without expensive software.
What to capture for every lead
- Name and phone number
- What they're interested in
- Where they came from (ad, Google, website)
- Date and follow-up status
With WhatsApp automation, these details can be filled in automatically when someone chooses an option from your menu. Your team checks one sheet every morning and calls the hottest leads first.