Capture call-center leads for sales ops and update CRM

Sales ops miss qualified call-center updates in sheets, letting leads go cold and deals stall. Creates open CRM deals from updated rows and flags the source so sales ops can act immediately.

Overview

Call-center updates often fail to become actionable leads, leaving pipeline gaps and stalled deals. This workflow converts updated sheet rows into open CRM deals and flags the source record, ensuring faster lead handoffs, zero missed follow-ups, and clearer pipeline visibility.

Notable Features

Create CRM deals from sheet rows
Mark source row with deal ID
Notify sales reps of new leads