Add or update lead records from updated sheet rows

Your lead sheet rows often lack consistent IDs, causing reps to chase duplicates and miss appointment context. It centralizes leads so reps see accurate contact and appointment details same day.

Overview

When spreadsheet rows change, reps can lose contact or appointment context and miss outreach windows. This workflow captures updated rows into a single lead table so reps and managers have accurate records to act on same day. It eliminates manual copying and speeds handoffs before follow-up windows close.