PRACTICAL GUIDE
Collect enquiries in one spreadsheet
An example to configure in Make: a new enquiry arrives, its details are added to your spreadsheet and you receive a notification.
1. Prepare your spreadsheet
Create simple columns: enquiry ID, date, name, email, requirement and status. The initial status can be “To review”. Use a stable identifier supplied by the form to recognize enquiries already received.
2. Choose the trigger
In Make, check whether your form tool offers a suitable connector or webhook. A webhook sends an event to a technical address. For a first workflow, choose a supported tool and test with dummy data.
3. Map the fields
Add the Google Sheets action that creates a row. Map each received field to the correct column. Before adding, look up the ID and filter out enquiries already recorded. Also check duplicate handling for simultaneous arrivals.
4. Add an internal notification
If useful, add a notification in an app you already use. Include only the necessary summary and a link to the spreadsheet. Sending a commercial offer or quotation remains a separate step.
5. Test before activation
Run a test execution. Check a complete enquiry, one without an email address and a repeated ID. Review execution history and consumed credits. Then activate the scenario for a small volume and monitor errors.
Put it into practice
This guide describes a workflow to configure in your own account. Labels and features may vary by plan.