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“She filled the form twice, and got the same sales call twice.”

Returning lead → recognised → "second contact", not "new lead"

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Now sales knows who's new, and who's returning.

A returning lead is greeted as new. Before logging, the phone is checked against the log; if it is there, the alert says "came back", not "new lead".

MakeGoogle SheetsTelegramTally4 operations / run✓ Imported successfully into our Make account

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Short answer

A returning lead is greeted as new. Before logging, the phone is checked against the log; if it is there, the alert says "came back", not "new lead".

Tools
Make, Google Sheets, Telegram, Tally
Cost to run
4 Make credits (operations) per run

The problem

The same person fills the form twice and gets two "hi, I saw you left your details" calls from the same salesperson. They conclude there is no system. The consultant's client looks amateur — because of the automation the consultant built.

What happens when it runs

  1. A webhook receives the form
  2. Search the leads log by phone number
  3. Found → new row marked "returning" + alert "second contact from {name}, previous on {date}"
  4. Not found → a normal row + a "new lead" alert

The tools inside

Disclosure: links marked "paid link" pay us a commission from the vendor if you sign up. Your price is unchanged, and every file here works without them. How we choose tools →

Before you start

Three things to have ready before importing, or Make will ask and you will have to leave halfway:

  • The webhook address
  • The leads spreadsheet id and the phone column
  • Chat ID

Sheet templates

The file maps columns by position. Start from exactly these headers, in this order — a column in the wrong place writes a phone number into the email column.

  • Leads log · timestamp | name | phone | email | source | kind (Sent with the blueprint by email)

How to import (2 minutes)

  1. In Make: Scenarios → Create a new scenario
  2. At the bottom, the three dots (⋯) → Import Blueprint → choose the file you downloaded
  3. Click every module with an exclamation mark: choose your connection (Google, Telegram) — Make creates one in a click if you have none
  4. Replace every value in double curly braces ({{…}}) with your own from the list above
  5. Run once with a test row in the sheet. Only when it passes — Schedule and ON

New to Make? Start here →

No Make account yet?The file imports only into Make. Signing up through the link gives you one month of Core free, and us a commission. The file works without the link.
Sign up for Make →paid link · we earn a commissionPaid link. If you sign up through it we earn a commission from Make; your price is the same, and the link gives you one month of Core free.

The video

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What does not work in it

  • Matching is by phone only. "050-1234567" and "0501234567" are two people as far as the sheet is concerned. Normalise the number in the form or in a module before the search.
  • Searching a sheet of thousands of rows is slow and costs operations. Above ~5,000 leads, move to a Make Data Store or a database.

Questions

What does not work in "Returning lead → recognised → "second contact", not "new lead""?

Matching is by phone only. "050-1234567" and "0501234567" are two people as far as the sheet is concerned. Normalise the number in the form or in a module before the search. Searching a sheet of thousands of rows is slow and costs operations. Above ~5,000 leads, move to a Make Data Store or a database.

What do I have to fill in after importing the blueprint?

The webhook address; The leads spreadsheet id and the phone column; Chat ID.

Which tools does it use, and what does a run cost?

Make, Google Sheets, Telegram, Tally. Each run uses 4 Make credits (operations).

Is the blueprint free?

Yes. The ready-to-import file is sent free to the email address you enter; the newsletter is a separate box you can leave unticked. The full build is on this page without any email. The file contains no connections and none of our ids, and works whether or not you use the paid Make link on the page.

Build your automation plan →Four questions, three automations ranked for your business.

Paid link. If you sign up through it we earn a commission from Make; your price is the same, and the link gives you one month of Core free.

Next step

All automations →
LEAD ALERT

Lead comes in → logged → alert. No hands.

A form on the client site sends a lead; it is logged and an alert reaches Telegram in seconds. The first automation every consultant sets up.

MakeGoogle SheetsTelegramTally3 ops/run✓ imported in Make
FREE LEAD ALERT

Tally form → lead log → Telegram alert. The free version of the lead alert

No website form, no CRM, no paid tool. A free Tally form posts to Make; the lead lands in Google Sheets and Telegram pings sales in seconds.

TallyMakeGoogle SheetsTelegram3 ops/run✓ imported in Make
MISSING INFO

Form arrives incomplete → an email asking for exactly what is missing

A lead without a phone, an order without an address. Instead of someone chasing, one email lists the missing fields; the lead is logged as "incomplete".

MakeGoogle SheetsGmailTally3 ops/run✓ imported in Make

What will it cost? Make cost calculator →Build your automation plan →