Add participant contacts to CRM from new sheet rows
Add participant contacts to CRM from new sheet rows
Your pre-screen sheet rows list participant signups without unified contacts, delaying outreach and screenings. Create contact records and route entries so recruiters follow up the same business day.
Overview
Manual row processing means delayed outreach and lost screening windows for participants. This flow turns each pre-screen spreadsheet row into a contact record and routes it to recruiters, enabling same-day follow-up and faster screening throughput.