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Add spreadsheet lead rows to CRM contact list

Add spreadsheet lead rows to CRM contact list

You collect prepaid-plan inquiries in a spreadsheet, and unprocessed rows delay outreach and customer care response. Your customer care and campaign teams get leads in CRM for same-day follow-up.

Add spreadsheet lead rows to CRM contact list

Overview

When prepaid-plan inquiries sit in a spreadsheet they often go uncontacted, delaying financial education conversations and customer care outreach. This flow captures those rows into your CRM so customer care and campaign teams can act the same day and keep outreach consistent.

Add spreadsheet lead rows to CRM contact list