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Create client records and jobs from spreadsheet leads

Create client records and jobs from spreadsheet leads

Your fence lead rows sit unprocessed in the spreadsheet, delaying outreach and bookings. It creates client records and work requests so dispatchers can schedule visits within minutes.

Create client records and jobs from spreadsheet leads

Overview

When spreadsheet leads go unprocessed your crews miss booking windows and outreach slows. This flow converts updated rows into client records and work requests, posts an alert to the team, and sends a notification so dispatchers can act within minutes.

Create client records and jobs from spreadsheet leads