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Create client records from new spreadsheet rows automatically

Create client records from new spreadsheet rows automatically

Your spreadsheet lead rows sit unprocessed, leaving client intake incomplete and dispatchers missing contact info. It creates client records and supplies contact details to dispatchers within minutes.

Create client records from new spreadsheet rows automatically

Overview

If spreadsheet leads sit unprocessed your dispatch and sales teams lose booking windows and create extra manual work. This flow converts each new row into a client record so schedulers and dispatchers have contact details and can book jobs within minutes.

Create client records from new spreadsheet rows automatically