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Lead Generation Spreadsheet Spreadsheet Template

Collects and organizes potential customer leads with contact information and status.

Lead Generation Spreadsheet
Purpose: To collect and organize prospective customer leads, including contact details, company information, and current engagement status.

Lead Summary
Total Leads	=COUNTA(leads[Name])
Contacted	=COUNTIF(leads[Status], "Contacted")
Response Rate	=IF(COUNTA(leads[Status])=0, 0, COUNTIF(leads[Status], "Responded")/COUNTA(leads[Status]))

Leads
Name	Company	Email	Phone	Source	Status	Date Added	Lead Value
{#leads.name}	{#leads.company}	{#leads.email}	{#leads.phone}	{#leads.source}	{#leads.status}	{#leads.dateAdded}	{#leads.leadValue}

This document template includes dynamic placeholders for automated document generation with Documentero.com. Excel Template - Free download

Download Excel Template (.XLSX)

Customize Template

Download the Lead Generation Spreadsheet template in .XLSX format. Customize it to suit your needs using your preferred editor (Excel, Google Sheets...).

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Upload the template to Documentero - Document Generation Service, then map and configure template fields for your automated workflow.

Generate Documents

Populate templates with your data and generate Excel (XLSX) documents using data collected from shareable web Forms, APIs, or Integrations.

Use Cases

Automate Lead Generation Spreadsheet Using Forms

capture sales leads using online form and generate lead tracking spreadsheet

automatically create Excel lead list from website contact form submissions

collect webinar registrations into structured lead generation spreadsheet

use feedback form to build dynamic customer lead database in Excel

generate sales prospects spreadsheet from event sign-up forms

Generate Lead Generation Spreadsheet Using APIs

generate lead generation Excel spreadsheet from CRM system via API

create contact lead spreadsheet from chatbot inquiry data using API

auto-generate sales lead tracker spreadsheet from Facebook lead ads API

trigger Excel lead sheet creation from custom form builder API

build Excel customer list from marketplace lead source using API connection

Integrations / Automations

use Zapier to send new Typeform leads to Excel lead generation spreadsheet

automatically log new Mailchimp subscribers to lead tracking spreadsheet in Excel

integrate Google Forms with Excel to auto-generate sales lead spreadsheets

auto-create lead generation Excel file from LinkedIn lead gen form using Make

send HubSpot new leads to Excel spreadsheet using workflow automation

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