Add new spreadsheet lead and send outreach SMS

You get lead rows in a spreadsheet left unprocessed, so prospects go cold before outreach starts. This records each lead to your tracking sheet and sends email plus SMS so contacts are reached same day.

Add new spreadsheet lead and send outreach SMS

Overview

Unprocessed spreadsheet leads mean missed outreach windows and lower contact rates. This workflow captures every new intake row into your lead tracker and triggers both internal email alerts and an immediate SMS so agents can reach prospects same day.

Add new spreadsheet lead and send outreach SMS