Capture every lead, save it to Google Sheets, and never forget to follow up

Your Settings page has 5 main sections: • Profile — Update your name, email, timezone, and phone number. Your timezone affects how timestamps appear in your dashboard and Google Sheet. • Business — Set your business name, business slug (used in your Hosted Form public URL, e.g. easyclickautomation.com/f/your-slug/form-name), website URL, and Google Review link. Your website URL and Google Review link also feed into your Hosted Form for customer-facing links. • Billing — View your current plan, manage your subscription, and upgrade or downgrade. • Notifications — Configure how you receive alerts for new leads, including email preferences. • Integrations — Connect your Google account to enable Google Sheet sync and Google Calendar events. This is where you authorize EasyClick Automation to access your Google services.

A Hosted Form is a web form created and hosted by EasyClick Automation that you can share with customers. It has its own public URL (e.g. easyclickautomation.com/f/your-business/contact-us) and can also be embedded on your website. When someone submits the form, their information is saved as a lead in your dashboard, and automations like auto-reply emails, owner notifications, and Google Sheet sync are triggered automatically.

1. Sign in to your EasyClick Automation dashboard. 2. Click "New Form" from the dashboard. 3. Choose a template (e.g. Request a Quote, Contact Us, Book a Consultation) or start blank. 4. Customize your form name, fields, button text, and success message. 5. Click "Save Changes". 6. Toggle "Published" on to make the form live. Your form is now accessible via its public URL and ready to collect leads.

From your dashboard, click the form name or the edit icon to open the form editor. You can update the form name, description, button text, success message, toggle publishing and pausing, configure auto-reply and notifications, connect Google Sheets, and more. Click "Save Changes" when you're done.

Open the form editor by clicking on a form from your dashboard. Scroll down to the "Share & Embed" section. There you'll find: • Public URL — A direct link to your hosted form that you can share anywhere. • Embed Code — An HTML iframe snippet you can paste into your website to embed the form directly on any page.

1. Open the form editor and scroll to the "Share & Embed" section. 2. Copy the embed code (iframe snippet). 3. Paste it into your website's HTML where you want the form to appear. The form will render inside your page and submissions will flow into your EasyClick Automation dashboard automatically. You can also simply share the public URL as a link on your website instead.

Google Sheets is a free, cloud-based spreadsheet application by Google. It works like Microsoft Excel but lives online, so you can access it from anywhere, share it with your team, and edit it in real time.

A spreadsheet is a digital document made up of rows and columns (like a table). Each cell can hold data — text, numbers, dates, etc. Google Sheets is a popular spreadsheet tool. When EasyClick Automation syncs your leads to a spreadsheet, each lead becomes a row with columns for name, email, phone, message, timestamp, and any other form fields.

Connecting to Google Sheets gives you a live backup of every lead in a familiar spreadsheet format. Benefits include: • Instant access to all leads without logging into EasyClick Automation. • Easy sharing with team members or accountants. • Use Google Sheets features like filters, charts, and formulas on your lead data. • Export to CSV or Excel anytime. • Automatic — new leads appear as rows the moment they submit your form.

1. Go to Settings > Integrations and click "Connect Google Account". Sign in with Google and grant access. 2. Go to your dashboard and open the form you want to sync. 3. In the form editor, scroll to the "Google Sheets Sync" section. 4. Toggle "Auto-sync leads to Google Sheets" on. 5. Either select an existing spreadsheet from the list, or type a name and click "Create new spreadsheet". Important: You must connect your Google account in Settings > Integrations before the Google Sheets Sync section will appear in the form editor.

No. Each Hosted Form can be linked to one Google spreadsheet at a time. If you want to use a different spreadsheet, unlink the current one first, then link the new one. Each form can have its own separate spreadsheet.

Yes. When you click "Create new spreadsheet" in the Google Sheets Sync section of your form editor, EasyClick Automation will automatically create a new Google spreadsheet in your Google Drive, set up the headers (Timestamp, Name, Email, etc.), and link it to your form. You don't need to create anything manually.

We recommend that you do not rename or reorder the first tab in your linked spreadsheet. EasyClick Automation always syncs leads to the first tab of the spreadsheet. While the system will attempt to detect the correct tab, renaming or reordering tabs may cause sync issues. If you need a different tab name, unlink the spreadsheet and create a new one.