When a new lead is captured in Convertbox, check the number in Counter, add the lead data to Google Spreadsheet
Each new Convertbox lead steps a FlowMattic Counter up by the amount you set, then the lead and that running number are written to a Google Sheets row, so every lead in the sheet carries its own sequence number.
Convertbox
Counter
Google Sheets3 steps Setup ~5 min Used on 1.4k sites Free to import
What this workflow does
When leads pile up in a spreadsheet, a plain running number makes them easier to talk about, count and hand out. Convertbox doesn't number its leads for you, but FlowMattic's Counter can. This workflow numbers each Convertbox lead and logs it in Google Sheets.
Each run begins with the Convertbox trigger, which reacts to a freshly submitted lead. Next, the Counter step runs Incremental Counter, which adds its change value to a stored number on each run. The template ships that value blank, which counts as zero, so set it to 1 when you configure the step. The last step adds a row to Google Sheets, where you map the lead's details and the counter's new value into columns.
The title says the Counter checks the number, but nothing in the template acts on it: every lead goes to the sheet whatever the count. The number is there for you to record, or to use later in a Filter or Router you add, such as sending every second lead to a different person.
Numbered lead log
A coach running Convertbox opt-ins gets a sheet where every lead has a sequence number, which makes it simple to say lead 57 booked a call.
Splitting leads between two reps
A sales team records the counter in the sheet, then each rep takes the odd or even numbers, so leads are shared without arguing over who called first.
Milestone tracking for a campaign
A marketer running a giveaway sees from the counter column exactly when the campaign passed 100 or 500 leads.
How this workflow runs
What happens at each step once the workflow is on, and what you need before you import it.
Convertbox New Lead SubmissionStarts a run when a visitor submits a Convertbox form and becomes a lead. Their submitted details are passed on to the Counter and Google Sheets steps.
- Counter Incremental Counter
Adds one to the Counter's stored number each time the workflow runs and returns the new value. This step only counts; it doesn't stop or route any lead.
- Google Sheets Add New Row
Writes a row to your chosen Google Sheets spreadsheet. Map the Convertbox lead details and the Counter's new value to columns, and connect your Google account on import.
What you need
- FlowMatticCore
- Convertbox 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.
- To act on the count, add a Router after the Counter with routes for the values you care about, such as one route per rep, each with its own action.
- Run one test lead and check the Counter step in Task History to see the value it returns, then map that value to a column such as Lead number.
- If you only want certain Convertbox boxes in the sheet, add a Filter after the trigger on a field that names the box or campaign, if the trigger sends one.
Questions about this workflow
Does the Counter decide which Convertbox leads reach the sheet?
No. As imported there is no Filter or Router after it, so every lead is added to Google Sheets. The Counter only adds its change value to the stored number on each run.
Does the Counter number go up for test leads too?
Every real run raises it, including test leads you submit while the workflow is on. The first genuine lead may therefore not be number one.
Can I use the Counter to share Convertbox leads between team members?
Yes, with an extra step. Add a Router after the Counter whose routes check the counter value, and give each route an action that notifies or assigns a different person.
What Convertbox details can go into the Google Sheets row?
Whatever the New Lead Submission trigger sends. Submit a test lead and look at the captured fields in FlowMattic to choose your columns.
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