Add new Insites lead generation submissions to a Google Sheets spreadsheet

Each time an Insites lead generation audit completes for a prospect, this workflow adds a row to Google Sheets with the lead and report details you map, so your team works from one shared list.

Insites

Google Sheets

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2 steps Setup ~5 min Used on 2.8k sites Free to import

The Add new Insites lead generation submissions to a Google Sheets spreadsheet workflow on the FlowMattic canvas, with 2 steps across Insites, Google Sheets — The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

Insites lead generation forms let prospects request a website audit, which hands you a warm lead along with a report on their site. Those leads are easy to lose if they only live inside Insites. This workflow copies each one into a spreadsheet your whole team can open.

The Insites trigger fires when a lead generation audit completes, after a prospect has sent their details. FlowMattic receives the lead and report data and passes it to Google Sheets, which adds a new row to the spreadsheet you choose. You decide which details go in which column, such as the prospect's contact details and website, when Insites sends them.

Each completed audit becomes one row. The row arrives when the audit finishes, not at the moment the form is sent. Run a test submission after import to see which fields Insites sends, then map them. Task History lists every run and the values written to the sheet.

Web agency prospect list

An agency embeds an Insites audit form on its site. Each finished audit adds the prospect to a shared sheet the sales team calls from.

Freelancer follow-up tracker

A freelance developer keeps a sheet of everyone who requested an audit, with a column for notes after each follow-up call.

Reporting on campaign leads

A marketing manager runs an audit offer in an ad campaign and counts the rows in the sheet each week to see how many leads it produced.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
Insites Lead Generation Details Submitted
Runs when an Insites lead generation audit completes for a prospect who submitted their details. The lead and audit data are passed on for mapping.
Step 2Action
Google Sheets Add New Row
Adds a row to the Google Sheets spreadsheet you pick for each completed audit. Map the Insites fields to your columns and connect your Google account.

What you need

FlowMatticCore
Insites AccountAccount
Google Sheets AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

Map a link to the Insites report into a column, if the trigger data includes one, so whoever follows up can open the audit straight from the sheet.
Add a second action after Google Sheets, such as a CRM contact step, to put the same Insites lead into your CRM as well.
Add a date column and map the run time or a date field from Insites, so you can sort the sheet by when each lead came in.

Questions about this workflow

When does the Insites lead reach Google Sheets?

When the lead generation audit completes, not at the moment the prospect submits the form. The row is added as soon as Insites reports the finished audit.

Which Insites details can I put in the spreadsheet?

Whatever the trigger data contains for the lead and its audit. Send a test submission, then look at the captured fields in FlowMattic before you map columns.

Are leads from before I import this added to the sheet?

No. Only audits that complete after the workflow is turned on start a run, so earlier Insites leads stay where they are.

Can two Insites submissions from the same person create two rows?

Yes. Each completed audit starts its own run, so a prospect who requests two audits appears twice in the sheet.