Add updated spreadsheet leads to pipeline and archive
Add updated spreadsheet leads to pipeline and archive
Your lead tracking sheet doesn't push status changes, so agents miss follow-up and reports become unreliable. Keep opportunities updated and archive unsold rows so reps and ops can act same day.
Overview
Stop losing leads when spreadsheet status changes don't reach your pipeline. This flow turns updated rows into correctly staged opportunities and archives unsold entries, so marketing ops and reps can follow up within minutes and keep reports accurate.