Associate sheet leads to company records and mark synced
Associate sheet leads to company records and mark synced
Your leads sheet lacks company associations, delaying handoffs and creating ownership gaps. Associating contacts to companies and setting a synced flag keeps records ready for handoff within minutes.
Overview
Spreadsheet-driven leads frequently arrive without company links, which stalls project handoffs and wastes PM time. This flow finds the contact, links it to the right company (using identifier when available), and marks the record synced so your project managers receive accurate CRM context within minutes.