Add new lead messages to central archive sheet
Add new lead messages to central archive sheet
You get lead details in private messages, but free-form posts leave reps without contact context and slow follow-up. Capture those leads into one sheet so sales ops and reps can triage same day.
Workflow preview:
Zap details:
Overview
When lead snippets land in private channels, contact context gets buried and outreach stalls. This flow extracts details and centralizes them into a single sheet so sales ops and AEs can triage and start outreach the same day.