Create consultation tracking row from scheduled CRM deals

Your scheduled consultation deals lack a central log, causing missed follow-ups and handoff confusion. This captures those deals into a single sheet for reliable follow-up before client kickoff.

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Overview

When scheduled consultation deals aren't logged centrally, follow-ups slip and delivery prep stalls. This flow captures those deals, normalizes ad click identifiers, and writes a consistent row for reporting so sales and operations can act within minutes and ahead of client kickoff.