Add appointment leads from spreadsheet rows to CRM

Your appointment spreadsheet misses CRM entries, leaving reps without contact or appointment context. Owners get structured opportunities and appointment details so outreach happens same day.

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Overview

When appointment rows live only in a sheet, reps lack contact and appointment context and outreach becomes reactive. This flow converts flagged rows into CRM opportunities and sends appointment details to owners within minutes, so reps can contact and prepare for leads the same day.