Capture Sales Leads Directly to Google Sheets
Turn every incoming sales inquiry into a tracked lead automatically—no switching between Gmail and Sheets, no re-typing.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Append Values to Spreadsheet
Tool to append values to a spreadsheet. use when you need to add new data to the end of an existing table in a google sheet.
Why this helps
Sales opportunities arrive via email, but tracking them in Sheets means context-switching, re-reading emails to extract details, and risking dropped leads during busy seasons.
- Stop manually copying leads from email to Sheets
- Keep your leads list current in real-time
- Reduce time spent on data entry and re-reading emails
- Never miss a prospect inquiry again
Setup
Build it in a few focused steps.
- 1Connect your Gmail and Google Sheets accounts to Notis (one-time setup).
- 2In the Notis portal or by messaging Notis, ask: 'Capture sales inquiries from Gmail into my leads sheet—add the sender, subject, and date.'
- 3Choose the trigger: new messages in Gmail.
- 4Set the notification channel where Notis reports each captured lead.
- 5Test with a forwarded email and confirm it appears in your Sheets.
Questions about this workflow
Which emails get added to Sheets?
Notis captures all new incoming emails unless you set a filter—for example, 'only from my sales email domain' or 'only emails with specific keywords like inquiry or interested.
What information gets pulled into the sheet?
Sender name, email address, subject line, message preview, and timestamp are standard. You can ask Notis to include additional details like recipient list or labels.
Can I set this up to only capture certain emails?
Yes. Tell Notis your preference—e.g., 'only emails from contacts outside my company' or 'only if the subject mentions pricing or demo.'
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Google Sheets. A trigger fires from one place; an action lands in another.
Gmail triggers
Google Sheets actions
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add Sheet to Spreadsheet
Adds a new sheet (worksheet) to a spreadsheet. use this tool to create a new tab within an existing google sheet, optionally specifying its title, index, size, and other properties.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Aggregate Column Data
Searches for rows where a specific column matches a value and performs mathematical operations on data from another column.
Append Dimension
Tool to append new rows or columns to a sheet, increasing its size. use when you need to add empty rows or columns to an existing sheet.
Batch get spreadsheet
Retrieves data from specified cell ranges in a google spreadsheet; ensure the spreadsheet has at least one worksheet and any explicitly referenced sheet names in ranges exist.
Batch update spreadsheet
Updates a specified range in a google sheet with given values, or appends them as new rows if `first cell location` is omitted; ensure the target sheet exists and the spreadsheet contains at least one worksheet.
Batch Update Values by Data Filter
Tool to update values in ranges matching data filters. use when you need to update specific data in a google sheet based on criteria rather than fixed cell ranges.
Clear Basic Filter
Tool to clear the basic filter from a sheet. use when you need to remove an existing basic filter from a specific sheet within a google spreadsheet.
Clear spreadsheet values
Clears cell content (preserving formatting and notes) from a specified a1 notation range in a google spreadsheet; the range must correspond to an existing sheet and cells.
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When this happens · Trigger
Do this · Action
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