Add spreadsheet signups to nurture workflow and CRM

Spreadsheet signups arrive without CRM context, forcing manual lookups and delaying follow-up. It adds contacts and enrolls them in the seasonal guide so coordinators can act same day.

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Overview

Rows of incoming signups in spreadsheets create friction for your campaign managers and program coordinators because contacts lack CRM context and require manual copying. This flow captures each signup, creates or updates the contact, and enrolls them in the seasonal resource workflow so staff can deliver materials same day.