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Create a sales deal from updated enquiry spreadsheet rows

Create a sales deal from updated enquiry spreadsheet rows

Your enquiry rows live in a sheet with no contact or account records, leaving reps without context. Create contacts and deals automatically so reps can follow up the same day.

Create a sales deal from updated enquiry spreadsheet rows

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Overview

When enquiry rows sit in a spreadsheet, your reps lack the contact and account context needed to prioritize outreach. This flow creates organizations, people, and an initial deal and notifies sales so reps can act same day and reduce missed follow-ups.

Create a sales deal from updated enquiry spreadsheet rows