I'm building a CLM system using Zapier, Google Sheets, Forms, and Calendar. Leads from Facebook go into a sheet. The tele team updates status via Form. When status = Qualified, assign a sales rep. Sales team schedules a meeting via Form → create Google Calendar Meet link → update sheet. Send reminder 30 mins before. Sales updates payment/remarks via Form. Protect lead info from editing.
Question
Building a CLM system with Zapier and Google Sheets
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+14- Zapier Orchestrator & Solution Partner
Hi
You may want to clarify what CLM stands for.
Also, clarify your question or issue related to the Zap.
Make sure to include screenshots to give more context.
+11- Community Manager
Hey there
If you’re still working through any parts of it and are stuck, feel free to share more details and/or screenshots as Troy mentioned and we’ll be happy to help.
And if you’ve got it working, we’d love to see how you set it up—it could be super helpful for others tackling something similar. 🙏
Just be sure to blur or remove all personal information (names, emails, addresses etc.) from any screenshots before sharing as this is a public forum. Looking forward to hearing from you! 🙂
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