Sync Facebook lead ads from Google Sheets to Perfex CRM automatically

Checks Google Sheets for new Facebook leads and automatically creates or updates them in Perfex CRM.

How the work actually flows

It branches. Exactly one path is taken; runs once per each new lead row.

Pattern: Exclusive Choice (4) · Simple Merge (5) · Multiple Instances without Synchronization (12)

flowchart TD trig(["scheduled sheet check runs"]):::trigtime s0[["search crm by email"]]:::mi s1[("mark row as synced")]:::store trig --> s0 gx{"× does lead already exist"}:::gate s0 --> gx p00["update crm record"]:::task gx -->|"lead exists"| p00 p10["create crm record"]:::task gx -->|"lead is new"| p10 jn{"○ record saved"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"crm synced with facebook leads"/]:::out pay{{"no duplicate or missed leads"}}:::pay s1 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itRuns once per itemA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineSocial Media ManagementSpreadsheet & Database OpsAPI & Webhook Integration
Connects
Google SheetsPerfex CRM

The problem it solves

You collect leads from Facebook ads into a spreadsheet, but getting them into your CRM means someone copying rows over by hand, or worse, forgetting to. Duplicate entries and missed leads happen easily when it is done manually.

Who it fits

Sales and marketing teams who collect Facebook Lead Ads into a spreadsheet and use Perfex CRM to manage their pipeline.

How it works

  1. On a schedule, the system checks Google Sheets for leads marked as new
  2. Each lead is searched for in Perfex CRM by email address
  3. If the lead already exists, the CRM record is updated
  4. If not, a new lead is created in Perfex CRM
  5. The spreadsheet is updated to show the lead as synced, with a link to the CRM record
What you get

Leads that show up already in your CRM

Your Facebook leads land in Perfex CRM automatically, matched and updated without you touching a spreadsheet.

What you get

An up-to-date Perfex CRM with no duplicate leads, and a spreadsheet that shows what has been synced.

What you need

A Google account and a Perfex CRM account with its REST API enabled.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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