Capture the useful details.
Connect approved fields from your website, WhatsApp or campaign source.
FROM SCATTERED DETAILS TO SHARED CONTEXT
Every enquiry.
In the right place.
Bring chats, forms and campaign enquiries into a structured lead process. MDS connects information with the tools and people who need it next.
Connect My Lead Process YOUR ENQUIRY, ORGANISEDEXAMPLE RECORD
Contact formA new business enquiry
Service interest + agreed contact details
Website form CRM / GOOGLE SHEETSStructured record
- Enquiry
- Example business
- Interest
- Website redesign
- Source
- Website enquiries
- Owner
- Awaiting assignment
- Status
- Captured
NEXT ACTIONReview the enquiry details
FOLLOW THE RECORD
Illustrative data flow. No personal details are collected or written to a CRM or Google Sheet.
BETTER CONNECTIONS START WITH CLEAR FIELDS
Same enquiry.
A shared understanding.
Agree what each field means, where it belongs and which tool owns the latest value. Clean mapping makes the record useful beyond its first entry.
ENQUIRY DETAILBUSINESS RECORD
What they needService interest
How they found youEnquiry source
Who helps nextAssigned owner
Where it standsLead status
Required fields, duplicates and failed updates are checked as part of the integration.
A RECORD IS ONLY THE BEGINNING
Make the next action
visible to your people.
Capture → organise → assign → follow up. Give each enquiry context and a responsible owner.
Assign the next conversation.
Use agreed status and ownership rules so the team can respond with context.
See where work needs attention.
Structure source, status and next-action information for useful business reviews.
- 01Enquiry
- 02Lead details
- 03CRM / Sheets
- 04Assignment
- 05Follow-up
- 06Visibility
FIT THE CONNECTION TO YOUR BUSINESS
Your tools.
An agreed scope.
Google Sheets can suit a simple shared lead process. A CRM can support richer ownership and workflows. We review what you already use before proposing a connection.
Discuss an IntegrationCheck the connection first
Review product capabilities, API or connector access, subscription requirements and permission levels. Support is confirmed for your specific setup.
Define a useful lead model
Agree contact fields, service interest, source, statuses and ownership. Collect only what your business needs for the stated purpose.
Test the whole path
Validate field mapping, duplicate handling, update direction and failures. Scope follow-up triggers and reporting-ready records explicitly.
Before we begin
Clear records.
Clear expectations.
A clear scope starts with the right questions.
Talk to MDSCan you connect any CRM?
We do not assume every CRM can be integrated. We review the product, your subscription, available APIs or connectors, permissions and data model before confirming support.
Can we start with Google Sheets?
Yes, when it fits the process. We agree access, fields, ownership and update rules. A more complex sales operation may need a CRM.
Will the integration automatically follow up with customers?
Follow-up triggers can be scoped where appropriate. Messaging permissions, channels, timing and human responsibilities must be agreed; a stored lead is not automatic permission to message.
CONNECT THE DETAILS. SUPPORT THE NEXT STEP.
Where does your next
enquiry go today?
Let’s give your team a clearer answer.