Add updated opportunity rows to investor contact list

Your opportunity rows with payment info sit unprocessed, leaving investor contacts incomplete and outreach delayed. Create or update contacts and tag them for campaigns so outreach starts same day.

Overview

Stop letting updated deal rows become an outreach bottleneck. This flow converts updated opportunity rows into enriched, tagged contacts so campaign managers and investment associates can begin outreach the same day without manual cleanup. That means faster onboarding and fewer missed investor touchpoints.