The moment it happens

Save form leads to a sheet and alert your team

Every new lead is added to your sheet and posted to Slack, with urgent ones flagged.

Runs: The moment it happens
Apps: Google Sheets, Slack
AI: Optional
Access: Sheets read+write; Slack chat:write

Send this to your assistant

Create a ClickRuntime automation: give me a link my form can send leads to. Add each lead to my Leads sheet and post it to #sales, and flag it as urgent if they mention a deadline.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A home renovation company runs ads that send people to a quote request form on its website. Leads arrive by email notification, get copied by hand into a spreadsheet when someone has time, and the sales team finds out about a hot one, like a kitchen remodel with a 30,000 dollar budget and a start date next month, only the next morning. By then the customer has called two other firms and one of them answered within the hour.

The moment a form is submitted, ClickRuntime adds the lead to a row in your Google Sheet, with every field in its own column, and checks it against your urgency rule, for example budget above a figure or a start date within 30 days. A Slack message announces every new lead, and urgent ones are flagged at the top so someone calls first.

Contractors, agencies, clinics and any business that sells through inquiry forms use the same setup.

What you get out of it

Fast replies win the job
Buyers who send an inquiry often contact several providers, and the first good answer usually wins. Hearing about a lead in Slack within moments puts your call ahead of competitors who read their email at the end of the day.
Urgent leads jump the queue
When a message marks a lead as urgent, the team knows which one to call first. Large budgets and tight deadlines get attention in minutes, instead of waiting behind routine questions in a shared inbox.
A complete list, with no copying
Each submission is stored with all its fields, so the sheet is a reliable record of every inquiry. There are no missing rows because someone forgot to paste one in, and ad spend can be tied to real results.
The whole sales team sees the same lead
A post in a shared channel avoids the situation where only the person who reads the form inbox knows about a prospect. Colleagues can claim a lead with a reaction and nobody is called twice.
Better data for deciding where to spend
A sheet of leads with source, budget and date lets you work out which campaigns bring serious buyers. Marketing budget moves to what works, based on rows instead of impressions.

How it works

What happens, step by step

When someone submits your lead form, the form sends the details to ClickRuntime straight away.
ClickRuntime adds a row to the Leads tab of your Google Sheet with the time, name, email, company and message.
It checks the message for words like "urgent", "asap", "today" or "outage".
The lead is posted to your #sales Slack channel, with urgent ones clearly flagged.

Before it runs live

Connect your Google Sheets account and pick the spreadsheets it may use
Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Save form leads to a sheet and alert your teamjust nowSucceeded

Slack · #sales🚨 Urgent lead: Priya Shah (Northwind), priya@northwind.example > We need this live before our launch on Friday, can we talk today?

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Change what the AI looks for, or how it writes the result
Add another app, for example also send it to Gmail
Combine it with other Google Sheets and Slack steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

form_leads_to_a_sheet_and_slack.pyexample

from datetime import datetime, timezone
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials, notify

SHEET_ID = "your-spreadsheet-id"
URGENT_WORDS = ("urgent", "asap", "today", "outage")

@on_event
def handle(event):
    lead = event.json
    token = credentials.connection("google", "work")
    sheets = build("sheets", "v4", credentials=Credentials(token), cache_discovery=False)
    row = [datetime.now(timezone.utc).isoformat(timespec="minutes"),
           lead.get("name", ""), lead.get("email", ""), lead.get("company", ""), lead.get("message", "")]
    sheets.spreadsheets().values().append(
        spreadsheetId=SHEET_ID, range="Leads!A:E",
        valueInputOption="USER_ENTERED", body={"values": [row]},
    ).execute()
    urgent = any(w in lead.get("message", "").lower() for w in URGENT_WORDS)
    prefix = "🚨 Urgent lead" if urgent else "New lead"
    notify.slack(
        f"{prefix}: {lead.get('name')} ({lead.get('company') or 'no company'}), {lead.get('email')}\n"
        f"> {lead.get('message', '')[:300]}",
        channel="#sales",
    )
    return {"urgent": urgent}

FAQ

Common questions

Which form builders work?

Any form that can post to a webhook URL: Typeform, Tally, Jotform, Webflow, Framer, or your own site. The assistant maps the field names your form sends.

Can AI decide what counts as urgent?

Yes. Ask for it and the keyword check is replaced with a short AI classification, which uses your plan's built-in AI allowance.

Can I mark leads as urgent by budget amount?

Yes. You can flag leads above a budget, from certain postcodes, or whose message contains words like emergency or asap. Rules are checked on every submission, and flagged leads are marked in both the sheet and the Slack post.

What if the same person submits twice?

Both submissions are recorded as separate rows, so no inquiry is lost. A duplicate check on email address can mark the second one in the sheet, which helps the team notice repeat contacts and avoid answering the same person twice.

Where are the lead details stored?

In your own Google Sheet, with one column for each form field and extra columns for the received time and urgency. Slack only shows a summary. Limit who can open the sheet if it contains personal information from your customers.

What permissions does it need?

Sheets read+write; Slack chat:write. Nothing else in your accounts is used.

Does it need AI?

No, but you can ask for an AI step (for example a summary). It then uses ClickRuntime's built-in AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happensAI