Add qualified ad leads to centralized tracking sheet
Add qualified ad leads to centralized tracking sheet
Your CRM Google Ads leads show inconsistent dates and scattered details, making reporting and broker handoff slow. Leads land in a formatted tracking sheet for your analysts and brokers the same day.
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Overview
When ad-sourced corporate leads arrive in the CRM with inconsistent dates and fragmented details, analysts spend hours cleaning data and brokers miss timely outreach. This flow captures those leads, normalizes key fields, and appends them to one tracking sheet so campaign managers and brokerage analysts have clean data the same day.