Insites turns a prospect's website into an audit report, and the people who request those audits are your next clients. FlowMattic writes each lead generation submission and each completed analysis into Google Sheets, so account managers can see who asked for a report, which business it covers and who is following up.
8 triggers 19 actions 6 example workflows 2 ready-made templates Unlimited runs
When this happens in Insites2 triggers
Do this in Google Sheets19 actions
1. TriggerLead Generation Details Submitted2. ActionAdd New RowWhen Insites fires Lead Generation Details Submitted, FlowMattic runs Add New Row in Google Sheets with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made templateEvery prospect who fills in your Insites audit form lands in one sheet, so the agency's new business list is shared instead of sitting in a single login.
Lead Generation Details SubmittedAdd New Row
View the template Analyses your team runs by hand also count. Each finished report gets a row on an Analyses tab, so you can see how many audits went out this month and for which businesses.
New Analysis CompletedAdd New Row
Look up the business website in the leads tab when an analysis completes, then fill in a Report ready column so the person calling knows the audit can be discussed.
New Analysis CompletedLookup Row DataUpdate Row
A Router checks the country or city the prospect gave and writes the lead to that sales owner's tab, so nobody has to sort the list each morning.
Lead Generation Details SubmittedRouterAdd New Row
When you try your own audit widget, those entries should not count as leads. A Filter stops submissions from your own email domain and logs the rest.
Lead Generation Details SubmittedFilterAdd New Row
An AI Agent step reads the business name and website and drafts a one-line opener for the first call, saved in its own column next to the lead.
Lead Generation Details SubmittedAI AgentAdd New Row
At the end, every lead generation submission from Insites is written to your Google Sheet as one row.
Create a sheet with columns such as Business, Website, Contact, Email, Phone and Submitted, so there is a place for every field.
In FlowMattic, open Connects and add a Google Sheets connection with an account that can edit that spreadsheet.
Create a workflow with the Insites trigger, follow its setup instructions, then submit your own audit form once so FlowMattic captures sample data.
Add a Google Sheets step with Add New Row, choose the sheet, map each field to its column, test the step and switch the workflow on.
1. Trigger in Insites
Lead Generation Details Submitted
2. Action in Google Sheets
Add New Row
Fields mapped from the earlier steps (a typical setup)
| From Insites | To Google Sheets |
|---|---|
| Business name | Business |
| Website URL | Website |
| Contact name | Contact |
| Phone | Phone |
| Submitted date | Submitted |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Insites and Google Sheets connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Contact details from audit requests pass through your own WordPress site on the way to the sheet, not through a third party's automation account.
Runs are unlimited on every plan, so an audit widget that brings in hundreds of requests a month needs no bigger plan than one that brings in five.
Leads and finished analyses sit side by side in a sheet everyone can open, filter and comment on, without each person needing an Insites seat.
Two: Lead Generation Details Submitted, when someone completes your lead generation audit, and New Analysis Completed, when an analysis finishes. Each can start its own workflow and write to its own tab.
Yes. Use New Analysis Completed to look up the prospect's row by website with Lookup Row Data, then Update Row to fill in a status or date column.
Yes. Put a Router after the trigger with one path per region, service or owner. Each path writes the lead with Add New Row to a different tab or spreadsheet.
No. Any Google account that can edit the spreadsheet works, including a free Gmail account, so the sheet can stay shared with the people who already use it.
Yes. After the Add New Row step, add a step for any other app you have connected in FlowMattic, so the same lead is logged and sent on in one run.
Did not find your answer? You can browse the help center or ask us directly.
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Reviewed 27 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Insites integration 1.0.0, Google Sheets integration 2.2.4.
