Add updated spreadsheet clients to CRM and report
Add updated spreadsheet clients to CRM and report
You use sheet responses for client intake, and manual copying creates inconsistent contacts and fragmented reports. The workflow keeps contacts and central report aligned so outreach is ready same day.
Overview
Stop losing time reconciling intake sheets and stale contact records. This flow writes intake rows to your central report and creates or updates CRM contacts automatically, so reps have accurate profiles for outreach the same day.