Action Network and Google Sheets automations — Sales & Leads

Ready-made scenarios where Action Network and Google Sheets work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

34 scenarios

New Google Sheets rows — contacts in Action Network
Contacts logged into a spreadsheet
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
The right offer sent right after the enquiry — with a follow-up reminder
Contacts tagged by role and seniority — automatically
Lead intake and client booking — on autopilot
AI sales assistant: qualifies leads and books meetings
High-value lead alerts — to chat, sheet and calendar
A lead replies — the CRM card updates and a task lands on a rep
Client onboarding from an intake form — checklist, consultant and kickoff
Capture and route leads from every channel
Client renewal reminders — ahead of time
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Intake and routing of service requests with appointment booking
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Alerts for customers losing interest: to the rep, into a task, and by email
Leads: a personal reply, a nudge and a booked call
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Instant replies to messenger leads, with scoring and meeting booking
Personal emails to new contacts — built from their own socials
Warm B2B leads with a personal video for each
Open-house lead follow-up — a week-long touchpoint sequence on autopilot
Lead triage and qualification — with demos and follow-ups
An AI assistant over your CRM in any messenger