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Add new pipeline leads to tracking sheets and team channel

You have new pipeline leads without a consistent record, causing intake gaps and delayed outreach. Coordinators receive records and can respond for same-day follow-up.

Add new pipeline leads to tracking sheets and team channel

Overview

Leads that reach a configured pipeline stage often slip through without a central record, delaying follow-up and wasting spend. This flow captures each lead into your tracking sheets and pings intake coordinators within minutes so outreach happens same day.

Add new pipeline leads to tracking sheets and team channel