Add new event vendor contacts to tracking sheet
Add new event vendor contacts to tracking sheet
New vendor contacts in your CRM create no single event signup record, causing duplicate outreach. Your program coordinators can follow up same day when each contact is logged to a shared tracker.
Overview
When vendor signups land only in your CRM, coordinators waste time reconciling lists and risk duplicate outreach. This flow captures each new contact into a shared tracker and makes them available for same-day follow-up, improving handoffs and outreach timing.