Add updated spreadsheet leads to nurture campaign for quote
Add updated spreadsheet leads to nurture campaign for quote
Your lead sheet updates without routing, leaving quote-ready prospects unassigned to a tax preparer. It adds those rows into your campaign so outreach and preparer assignment occur same day.
Overview
When a row in your intake sheet becomes quote-ready, this flow pushes that record into your nurture campaign and queues outreach so campaign managers avoid manual triage. The result: preparers and outreach owners get leads routed same day, keeping quote handoffs tight.