Step 3: Follow Up with Leads
Using Google Sheets for Leads Tracking
July 25, 2025
When someone opts in from a Meta ad, the information they enter is automatically sent into a connected Google Sheet we set up for you.
This sheet acts as your mini-CRM for managing new visitor leads, tracking follow-ups, and making sure no one slips through the cracks.
The goal is simple: every new visitor lead gets organized and moved through a clear follow-up process until they either visit or take a next step.
How It Works:
1. Meta Sends the Lead Into Google Sheets
Each time someone fills out your Meta form their info instantly appears in your Google Sheet.
This means your team always has a live, up-to-date list of people who are interested or planning to visit.
2. You Manage Follow-Up Using CRM Tags
In the sheet, you'll see a dropdown column with the tags we created. These tags show exactly where each person is in the follow-up process. As you interact with them, you simply update their tag — no complicated software needed.
These tags help your team:
- Stay organized
- Know who to follow up with
- Track who actually attends
Important note:
If you paid for the campaign set up: you will receive a personalized Google Sheet for your church’s campaign from Crane Media.
If you paid for the training: you will need to connect Google Sheets and Meta manually. See the instructions here.
