Name, phone, email, interest, and source captured
Google Sheets CRM automation
Turn website chats into a simple lead CRM.
InstantDesk sends qualified lead details from website chat into Google Sheets so your team can track every inquiry without a heavy CRM.
Clear offer
Simple CRM for local teams
Solution
InstantDesk uses Google Sheets as a practical CRM layer for captured chat leads, conversation summaries, and next actions.
Problem
Many local teams do not need a complex CRM, but they still need one reliable place for website leads, statuses, notes, and follow-up.
Conversation summaries added to Google Sheets
Lead status fields for follow-up
Works with SMS follow-up and review requests
How it works
From first question to followed-up lead.
01
Define the lead fields your business needs, such as service, location, timing, and source.
02
Send every qualified website chat lead into a structured Google Sheet row.
03
Use status, owner, and next-action fields to manage follow-up without a heavy CRM.
Example use cases
Use case example
A clinic receives three after-hours inquiries. In the morning, reception sees each lead with treatment interest, contact details, source, and next action.
A salon tracks all website chat leads in one sheet.
A real estate agency sees budget, location, and listing interest.
A clinic team reviews new patient inquiries each morning.
FAQ
Why use Google Sheets instead of a CRM?+
For many local businesses, Google Sheets is faster to launch, easier to understand, and enough for early lead tracking.
Can this later connect to a CRM?+
Yes. The same lead capture structure can be adapted to a dedicated CRM later.
Can staff edit the sheet?+
Yes. Your team can update statuses, notes, and ownership directly in the sheet.
Want to see this working for your business?
Book a personalized demo and we will map the exact website chat, lead capture, follow-up, and CRM flow for your business.
Get personalized demoQuestions? contact@instantdesk.pl