Create a Custom CRM
Day 8 of 100DaysofNoCode & 100DaysofAI
Max Haining
|
60 steps
|
4 minutes
Frontly
Google Sheets
1
Navigate to[Frontly](https://frontly.ai/?ref=100nocode)and sign-up for an account.
Adding a data source
2
Once you've signed up, click "**Add Data Source**" within the dashboard.
3
Select Google Sheets and follow the instructions to connect Frontly with Google Sheets.
4
Locate the Frontly CRM data file within your Google Sheets account and click "**Import Sheet**"\ \ The Frontly CRM data file you need to upload is located [here](https://docs.google.com/spreadsheets/d/1c2ZME4kV7AcO-gd30XaMbgDoLhGmtSm3-zIV9cvykyQ/edit?usp=drive_link). You'll need to download this file and then upload it to your own Google Drive.
Creating an app
5
Click "**Apps**" from the left-hand menu.
6
Click "**New App**"
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Click "**Create From Scratch**"
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Name the app "**Leads**', add a unique subdomain name and click "**Create App**"
Adding an "All Leads" page
9
You'll automatically be taken to a new screen where you'll add your first app page. \ \ Click "**New Page**"
10
Add the page name "**All Leads**"\ \ This first page will display the information for all leads that are in your database.\ \ Click "**Create Page**"
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Now you'll create your page by adding a Block.\ \ For this page, click the Table icon to add a Table Block.
12
Select "**Sheet1**"
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Click "**Complete Setup**"
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Click the "Label" field in the top-left of the page and rename the Label to "**All Leads**"
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Save the page. The save button is in the top-right corner of the page.
16
Click this icon to **go back to the Pages menu.**
Adding an "Analytics Leads" page
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Click "**New Page**"
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Name this page "**Analytics Leads**" and click "**Create Page**".\ \ You'll now create a page within your CRM that only shows Analytics leads.
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Click "**Browse Blocks**"
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Click the "**Table**" icon.
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Select "**Sheet1**"
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Click "**Complete Setup**"
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Click "**Filters**" in the left-hand menu.\ \ You're now going to configure a filter to only display leads that have been recorded with the Service Interest of "Analytics".
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Click "**Add Hidden Filter**"
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Click "**New Hidden Filter**"
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Click the drop-down menu for "**Field**"
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Select "**Service Interest**"
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Ensure the "**Operator**" option is configured as "**Equals**"
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Set the value as "**Analytics**"
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Click "**Save Page**"
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Click this icon to **go back to the Pages menu.**
Adding a "Service Demand" page
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Click "**New Page**"
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Name the page "**Service Demand**" and click "**Create Page**".\ \ You're now going to create a page within the CRM that displays a bar chart of service demand.
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Click "**Browse Blocks"**
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Click "**Analytics**"
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Click "**Chart**"
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Select "**Sheet1**"
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Click "**Vertical**" as the **Variant** type and click "**Complete Setup**"
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In the left-hand menu, **select "Service Interest" within the "Label Field" drop-down.**
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Select "**Service Interest**" within the "**Group By**" drop-down.
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Change the page label name to "**Service Demand**"
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Click "**Save Page**"
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Click this icon to **go back to the Pages menu.**
Adding a "New Lead" form page
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Click "**New Page**"
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You're now going to add a new page that contains a user input form. The user input form is mapped to the data in your CRM.\ \ Add the page name "**New Lead Form**" and click "**Create Page**"
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Click "**Browse Blocks**"
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Click "**Form**"
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Select "**Form**"
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Select "**Sheet1**"
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Select "**Create**"
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Click "**Complete Setup**"
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Change the page label to "**New Lead Form**"
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If you find that "Surname" has incorrectly formatted as a drop-down field type, you can correct this now.\ \ Click the "Surname" field to open the sub-menu on the right-hand side.
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Select "**Input**" from the "**Display Component**" drop-down menu.
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The "Surname" field is now configured correctly.
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Click "**Save Page**"
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Click "**Preview**"
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Now test your new lead entry form. Fill out all details on the form and click "**Save New Record**"
59
Head to your Google Sheet and you'll see your database has also been updated.
60
Congratulations! \ \ You've now created a custom CRM with four pages: - A page displaying all data for all leads - A page displaying all data just for analytics leads - A page that displays service demand to date in a bar chart - A form that allows you to quickly add new entries to your CRM\ \ Great work today!
