Add conversion worksheet rows when intake record converts

Your intake conversions live only as CRM updates, making reporting and follow-up manual and slow. It adds a consolidated conversion row so managers can run reports and take action same day.

Overview

Intake conversions often stay buried in CRM changes, slowing reporting and delaying billing triggers for practice managers. This flow writes a clean conversion row to a single worksheet, consolidating campaign and contact details so managers and intake coordinators can run reports and act same day.