Capture leads in a CRM or spreadsheet

Use Apps to connect the supported CRM or spreadsheet tool you want to receive enquiries. Then select the lead or quote goal in Setup and review the assistant's abilities.

Describe what makes an enquiry useful: for example, the customer's name, preferred contact method, requested service and desired date. Ask only for information needed for the enquiry.

Test a complete enquiry and inspect the record in the destination system. Check the field values and whether a repeat enquiry updates or duplicates a record. Do not assume all connectors handle duplicates identically.

If nothing appears, check the app's connection state, enabled ability and any error shown in Kindclerk. A conversation appearing in the Inbox does not prove a CRM action succeeded.

Google Sheets lead capture uses a sheet created by Kindclerk through its connection. Do not assume that connecting Google gives the assistant unrestricted access to every file in your Drive.

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