Create CRM contact from updated leads spreadsheet rows
Create CRM contact from updated leads spreadsheet rows
Your roofing lead spreadsheet rows often miss CRM records, causing missed follow-ups and delayed estimates. The flow adds or updates contact profiles so sales reps can qualify leads same day.
Overview
When updated affiliate leads sit only in a spreadsheet, your reps miss same-day outreach and estimates slip. This flow turns those rows into de-duplicated contact records and tags them for roofing, so reps get full profiles and can follow up the same day.