How to set an animation for a CRM

Questions
1

What are you trying to achieve?

Hi everyone,

I’d appreciate some help with a simple automation I’m trying to build in Make.

The automation starts with a webhook from a lead form on my website, and then sends the submitted data to a Google Sheets file. Right now, only the name and phone number are being passed through.

What I’d like to achieve is to also capture and send additional details to Google Sheets, such as:

The date and time the lead was submitted

A lead number (incremental ID)

The lead source (e.g., website or paid ad)

Basically, I’d like the sheet to function more like a lightweight CRM.

Is there a specific module I can add, or a recommended way to set this up in Make?

Thanks a lot in advance!

Steps taken so far

I tried doing it already by myself and spent a lot of time, but I think I need a modul for it

3

Welcome to the Make community!

The form JavaScript/code on your website simply needs to be edited to pass the additional fields (source) with the webhook request.

You can use the built-in variable now:

{{now}}

(copy-paste the above into the field, or type it exactly as shown)

You can use an “Increment” module to achieve this.

Hope this helps! Let me know if there are any further questions or issues.

— @samliew
P.S.: investing some effort into the tutorials in the Make Academy will save you lots of time and frustration using Make!