Add new deals to lead tracking sheet by pipeline

Your CRM deals aren’t logged to a central lead workbook, causing reporting gaps. The flow appends each new deal to its pipeline sheet so teams get consolidated records same day.

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Overview

When new deals aren’t logged centrally, pipeline reporting and handoffs break down and account managers scramble. This flow captures every new CRM deal, extracts contact emails when possible, and writes rows into the correct pipeline sheets so sales operations gets consolidated records for same-day reporting and routing.