Add new sheet contacts to SMS and email lists

Your client tracking sheet has unprocessed rows with phone or email, delaying outreach and causing missed or duplicate contacts. Add contacts to SMS and email segments so campaigns can start same day.

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Overview

Unprocessed rows in your client sheet delay outreach and fragment audience lists. This workflow extracts names, creates or updates SMS contacts, and adds subscribers to the right email segment so campaign managers can launch outreach the same day.