Add spreadsheet registration rows as leads for agents

Your intake spreadsheet rows arrive without structured lead records, causing local prospects to be missed or delayed. Leads are created and routed to local agents for same-day outreach.

Workflow preview:

Zap details:

Overview

Spreadsheet signups often sit untracked, so local buyer prospects are missed and outreach is delayed; this flow converts qualifying rows into CRM leads and records key household and budget details. Agents see these leads same day, enabling prompt outreach and faster scheduling of follow-ups.