Add new CRM leads to a shared tracking sheet
Add new CRM leads to a shared tracking sheet
Your CRM creates leads that don't land in a review list, leaving campaign managers and reps without intake context. Centralized rows give immediate visibility so teams can review new leads the same day.
Overview
When leads are created in your CRM they need a single intake view for campaign managers and reps to act. This flow writes new leads into a shared tracking sheet and flags the CRM record so teams can review and include leads the same day.