Add client upsell submissions to deal tracker sheet

Your upsell and cross-sell form submissions go unrecorded when not saved to the deal tracker, causing delayed follow-up. The tracker updates automatically so sales managers can follow up same day.

Overview

When upsells and cross-sells slip out of your tracker, follow-up stalls and revenue reporting is unreliable. This workflow captures each submission and adds it to the deal sheet so sales managers can action opportunities the same day and leadership sees up-to-date rows ahead of reviews.