Add new CRM contacts to central audit sheet
Add new CRM contacts to central audit sheet
New CRM contacts are not exported consistently, creating manual work and incomplete event lists. Send each new contact to a shared sheet so coordinators get an audit-ready list same day.
Overview
Missed or inconsistent exports leave coordinators scrambling to build event and report lists; this flow captures every new CRM contact into a shared sheet automatically. Program coordinators and IT get an auditable, export-ready roster available within minutes for same-day reporting.