Add spreadsheet contacts to CRM when file lands
Add spreadsheet contacts to CRM when file lands
When contact spreadsheets hit your shared drive, the CRM can go out of sync and campaigns mis-fire. It keeps contacts current so campaign managers can segment and launch lists same day.
Overview
If contact spreadsheets sit in shared folders, marketing misses audiences and launches get delayed. This workflow converts each incoming spreadsheet into CRM contacts so campaign managers have segmented lists ready the same day.