Add qualified loan leads to marketing campaign sheet

You get raw loan inquiries with inconsistent revenue, credit, and contact data that block accurate segmentation. Get standardized, qualified lead rows for campaign managers and ad ops same day.

Overview

Inbound loan leads are often inconsistent and require manual cleanup before campaigns or retargeting can run. This flow standardizes and stages qualified leads into a shared sheet and notifies ops so campaign managers can begin outreach and retargeting the same day.