Add qualified pipeline leads to partner lead sheet

Your pipeline stage changes leave qualified partner leads unrecorded, delaying outreach and skewing reports. It records the leads and emails sales ops so reps follow up same day.

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Overview

When deals move into the partner-qualified stage, those leads must be captured immediately or outreach stalls. This flow logs lead details to a shared sheet, adds them into your marketing list, and notifies sales ops so reps can follow up the same day.