Add updated spreadsheet leads to CRM nurture list
Add updated spreadsheet leads to CRM nurture list
Your orthodontic inquiry sheet rows don't create CRM contacts, causing outreach gaps. Adds or updates contact records and enrolls them to the nurture list for same-day outreach.
Overview
Spreadsheet updates with orthodontic leads often lack CRM records, causing missed outreach windows and extra manual work. This flow creates or updates prospects and enrolls them in the right nurture list so practice coordinators can contact leads same day.