Assignment and existing rows
Updated 21 Oct 2026 · 4 min read
Decide who gets each lead from your Google Sheet, preview the result, and choose whether rows already in the sheet are imported.
Who gets each lead
Google Sheets connections use the same assignment rules as your other lead-capture connections. A spreadsheet row carries no campaign or form IDs, so every new row uses:
- Connection default — every lead from this sheet goes to a Fixed user or Round-robin across several people.
- Fallback (optional) — used only when the default produced no active owner, for example because that person is no longer active.
If nothing applies, the lead goes to your Unassigned queue — a lead is never dropped.
Preview before you go live
Use Run preview to see who a lead would go to under the rules saved now. Nothing is created and round-robin doesn’t move.
Changes to rules apply to leads created after you save. Existing leads keep their owner.
Rows already in the sheet
| Option | What happens |
|---|---|
| Only capture rows added from now on (default) | When you turn capture on, TatvaCRM notes the IDs of the rows already there. Those rows never become leads; any row with a new ID does. The connection then shows how many rows were left alone. |
| Also turn the existing rows into leads | The rows already there are imported after you turn capture on, then assigned by your rules. You confirm this choice first. |
Importing a large sheet
Importing existing rows can create many leads at once, and they count towards your plan’s record limit. If you only need new enquiries, keep the default.