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Create and tag leads from sheet signups into sequences

Create and tag leads from sheet signups into sequences

Your spreadsheet signups sit unprocessed, delaying welcome emails and leaving coaches without intake context. It enrolls and tags new leads so coaches can start outreach same day.

Create and tag leads from sheet signups into sequences

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Overview

When spreadsheet signups are processed manually, welcome flows slow and coaches lack intake context. This flow creates or updates leads, applies cohort tags, and starts onboarding sequences so outreach and onboarding happen same day.

Create and tag leads from sheet signups into sequences