Make.com Lead Management Data Backup Google Sheets No-Code

Automatically Backup Cliengo Chatbot Leads to Google Sheets

Never lose a website lead again. This free automation template instantly saves every new Cliengo contact to a secure, centralized spreadsheet for backup and analysis.

Get This Workflow → Make.com · Cliengo & Google Sheets · Free Template
Make.com automation diagram showing Cliengo contacts flowing into Google Sheets

What This Workflow Does

If you use Cliengo's AI chatbot on your website, you're capturing valuable leads 24/7. However, relying solely on Cliengo's interface for lead storage poses risks: data is siloed, difficult to analyze in bulk, and vulnerable to platform-specific issues. Manual exporting is a repetitive, time-consuming task that often gets delayed.

This automation solves that by creating a seamless, real-time bridge between Cliengo and Google Sheets. Every time a visitor submits their information through the chatbot, this workflow triggers instantly. It searches for the latest contact in your Cliengo account and appends a new row to your designated Google Sheet with all relevant details—name, email, phone, conversation snippet, and timestamp.

The result is a live, centralized backup of all your chatbot leads. This transforms your Google Sheet into a powerful hub for your sales team, enabling easier lead tracking, segmentation, and integration with other marketing tools, all while eliminating manual data entry forever.

How It Works

The workflow runs on a scheduled timer or in real-time, ensuring your backup is always current.

Step 1: Monitor for New Cliengo Contacts

The automation periodically checks your connected Cliengo account for newly created contacts. You can set the interval (e.g., every 15 minutes, hourly, or instantly via webhook if supported) to match your business needs.

Step 2: Extract Contact Details

For each new contact found, the workflow pulls key data fields. This typically includes the lead's first name, last name, email address, phone number, the website URL they were on, the initial message, and the exact date and time of the conversation.

Pro tip: Use this step to filter or qualify leads. You can add a simple filter module to only back up contacts that provide an email address, ensuring your sheet contains only actionable leads.

Step 3: Format and Add Row to Google Sheets

The extracted data is mapped to corresponding columns in your pre-configured Google Sheet. The automation logs in via secure connection and adds a new row at the bottom of your sheet. Each backup session is clean, organized, and ready for your team to review.

Who This Is For

This template is ideal for any business using Cliengo to capture website leads. It's particularly valuable for:

  • Small Marketing Agencies: Managing multiple client websites and needing a unified view of all chatbot leads.
  • E-commerce Stores: Capturing pre-sale questions and customer intent to fuel remarketing campaigns.
  • B2B Service Providers: Ensuring no high-value consultation request from their website falls through the cracks.
  • Sales Teams: Who need immediate, spreadsheet-friendly lead data to import into their CRM or outreach tools.
  • Business Owners: Who want a simple, foolproof backup of their lead generation data without technical overhead.

What You'll Need

  1. A Make.com account (free tier available).
  2. A Cliengo account with admin access to generate an API key or set up a connection.
  3. A Google Sheets spreadsheet set up with column headers for the data you wish to capture (e.g., Date, Name, Email, Message).
  4. Google account permissions to allow Make.com to edit the specific Google Sheet.

Quick Setup Guide

  1. Get the Template: Click the "Get This Workflow" button to copy the template to your Make.com account.
  2. Connect Cliengo: In the first module, authorize Make.com to access your Cliengo account using your API credentials.
  3. Connect Google Sheets: In the second module, authorize Google and select the specific spreadsheet and worksheet where contacts should be saved.
  4. Map the Data: Ensure the fields from Cliengo (like `contact.email`) are correctly mapped to the corresponding columns in your Google Sheet.
  5. Set the Schedule: Configure the trigger to run as often as you need—for most businesses, checking every hour is sufficient.
  6. Test & Activate: Run a single test cycle to ensure a contact flows from Cliengo into your sheet correctly. Then, turn the scenario on.

Key Benefits

Eliminate Manual Data Entry: Save 1-2 hours per week previously spent copying and pasting lead information from Cliengo into spreadsheets or other systems.

100% Data Safety Net: Protect your lead pipeline from accidental loss. Even if you encounter issues with Cliengo, your complete contact history remains safe and accessible in Google Sheets.

Centralize for Action: Create a single source of truth for all chatbot leads. This makes it easy to sort, filter, and assign leads to team members, speeding up your response time.

Enable Advanced Workflows: Use the Google Sheet as a trigger for further automation. New rows can automatically notify your team via Slack, create tasks in Asana, or add contacts to your email marketing list.

Gain Insights: With all leads in one place, you can easily analyze trends, measure conversion rates from chatbot interactions, and report on the ROI of your website chat tool.

Frequently Asked Questions

Common questions about chatbot lead backup and integration

Backing up Cliengo contacts prevents data loss from platform issues and centralizes leads for better analysis. It creates a single source of truth for your sales team, allowing for segmentation, reporting, and integration with other tools like email marketing platforms.

For example, if Cliengo experiences downtime or you decide to switch chat providers, your historical lead data remains intact and usable. This backup is your business continuity plan for lead generation.

Automation eliminates manual copy-pasting, saving 1-2 hours per week. It ensures real-time backup, so your team can focus on engaging leads instead of data entry, leading to faster response times and higher conversion rates.

Consider a salesperson who no longer needs to log into Cliengo to export CSV files. They receive leads directly in a shared sheet and can begin outreach immediately, often while the website visitor is still online.

Google Sheets is accessible, collaborative, and integrates with countless other apps. It allows for easy filtering, sorting, and creating dashboards. It's a low-cost, flexible solution that grows with your business without requiring complex CRM setup.

Its universal compatibility means you can connect it to data visualization tools, use it as a source for document mail merges, or simply share view-only access with stakeholders—all from a familiar interface.

Yes, a Google Sheets backup is a perfect launchpad for email marketing. You can connect it to platforms like Mailchimp or ActiveCampaign to automatically import new leads into campaigns, ensuring no contact is missed for follow-up.

This creates a powerful growth loop: chatbot captures lead > lead is saved to Sheets > lead is added to a welcome email sequence. All of this can happen within minutes, fully automatically.

  • Build segmented lists based on the page the lead came from.
  • Trigger personalized follow-up sequences instantly.
  • Track lead source effectiveness directly from your email platform.

With an automated backup, your lead data remains safe in Google Sheets. Your sales process can continue uninterrupted because you have an independent, up-to-date record of all captured contacts, protecting your pipeline.

This is crucial for time-sensitive leads. Your team can still access contact information and initiate outreach via email or phone, even if the Cliengo chat widget is temporarily unavailable on your site.

No, tools like Make.com provide pre-built templates for this exact purpose. Setup involves authorizing both apps and mapping fields, which can be done in under 15 minutes without any coding knowledge.

The process is visual and guided. You simply click to connect each service, select the specific spreadsheet, and confirm the data flow. Most of the complex logic is already built into the template for you.

Yes, GrowwStacks specializes in custom automation solutions. We can build workflows that not only back up leads but also qualify them, assign tasks to your team, send instant notifications, and integrate with your full tech stack for a seamless lead management system.

We go beyond simple backup. Imagine a system where a high-intent lead from your chatbot automatically creates a deal in your CRM, schedules a callback in your calendar, and alerts your sales manager on Slack—all within seconds.

  • Tailored integration with your existing CRM (HubSpot, Salesforce, etc.).
  • Advanced lead scoring based on conversation content.
  • Multi-step nurturing workflows triggered by specific keywords.

Need a Custom Chatbot Lead Automation?

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