Add incoming client contacts to central tracker sheet
Add incoming client contacts to central tracker sheet
Your legacy signups arrive as webhook payloads with missing client context, so the tracker stays incomplete and onboarding preparation stalls. It creates rows so coordinators can act same day.
Overview
When legacy signups don't land in your client tracker, coordinators waste time reconciling records and onboarding slips. This flow captures incoming contact payloads and writes enriched rows so your team can prepare onboarding and billing the same day.