Web Application - Lead Management - API Integration
LeadPath
Turning a live spreadsheet into a system a sales team can actually work
A medical-services lead management system that pulls live Google Sheets data into an organised, actionable workspace built for daily follow-up work.
Services
- Web Application Development
- API Integration
- Custom Software
- Client
- LeadPath
- Year
- 2024
- Outcome area
- Build the Digital
- Delivered by
- AMFLX in-house team
What we delivered
- Google Sheets API integration
- Lead organisation and status workflow
- Follow-up tracking interface
- Django-backed data layer
- Responsive web interface for daily use
A spreadsheet is not a workflow.
Leads were arriving into a Google Sheet that worked as a record but not as a workspace — there was no status tracking, no clear next action, and no way to organise follow-up work without manually scanning rows.
The team needed the live data they already trusted, presented as something they could actually work from rather than just read.
Keep the source of truth, rebuild the workspace on top of it.
Rather than migrating data away from Google Sheets and disrupting an existing process, we built a system that reads live from it via the Google Sheets API, so the sheet stays the source of truth while the team gets a proper workspace.
The interface was designed around follow-up work specifically — what needs action today — rather than presenting leads as an undifferentiated list.
Live data, not a migration
Google Sheets stays the source of truth; the CRM reads and organises it live.
Built for follow-up
The interface surfaces what needs action, not just what exists.
Django backend, simple frontend
REST APIs keep the workspace fast without complicating the data source.
A lead workspace that reads the sheet the team already trusts.
We built a React frontend backed by Django and REST APIs, integrated directly with the Google Sheets API so live lead data flows into a proper management interface without duplicating it elsewhere.
Leads are organised with clear status and follow-up tracking, turning a flat spreadsheet into a workspace the sales team actually works from day to day.
- Direct Google Sheets API integration
- React frontend on a Django REST API backend
- Status and follow-up tracking for every lead
- Responsive interface built for daily sales use
The same data, finally usable.
The sales team now works from an organised lead management system instead of scanning a spreadsheet for what needs attention.
Because the system reads live from the existing sheet, the switch required no disruptive data migration or retraining on a new source of truth.
- Lead management system delivered and adopted
- Live Google Sheets integration in production
- Status and follow-up tracking built into daily workflow
- No disruption to the team's existing data source
Let's make some noise.
Tell us what you're building. We'll figure out where to take it.
We reply to every brief within three working days