Lead Sheets (Google Sheets)

Lead Sheets watch a Google Sheet for new rows. Each new row becomes a contact and gets an instant WhatsApp message, and the AI agent takes over as soon as the lead replies. Use it for leads from Indiamart, Justdial, Facebook lead forms, your website, or anything that can land in a sheet.

#Connect a sheet

1. Open Settings → Lead Sheets and connect your Google account.
2. Share the sheet with the address shown (as Viewer).
3. Paste the Google Sheet link and give it a Name (just for you).
4. Optionally choose a Unique ID column, such as Lead ID or Indiamart's QUERY_ID. If you don't, the phone number is used.
5. Choose the Flow for every new lead: the automation that runs when a row arrives, usually starting with a New Lead trigger.

#How it works

• New rows are checked about every minute.
• Each new row becomes a contact and a conversation, and receives your first template, since WhatsApp needs a template to message someone new.
• If the lead doesn't reply or tap a button within the wait time (6 hours by default), they get your second template. A reply in that time cancels it, and the AI agent answers.
• Rows are tracked by their unique ID, never by position, so sorting or inserting rows doesn't cause repeats or missed leads.

#Existing contacts and old rows

• If the number is already a contact in Nexora, choose to Skip them (leave people you already talk to alone) or Treat them like a new lead too.
• Leave import existing rows off to message only leads added from now on. This is recommended, so old leads don't all get a message at once.

#Statuses

A sheet shows Active, Paused, or Needs attention (for example if access to the sheet was removed).