Add onboarding leads from CRM filter to sheet

Your ad-sourced CRM deals aren't exported reliably, leaving campaign managers without consistent lead context. It writes onboarding rows so coordinators can act same day.

Overview

If ad-origin leads never consistently reach your onboarding roster, campaign managers and coordinators lose time and momentum. This workflow pulls filtered deals, normalizes onboarding times, and writes standardized rows to a shared sheet so teams can qualify and contact leads the same day.