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Create CRM custom records from new spreadsheet rows

Create CRM custom records from new spreadsheet rows

Your prospect rows sit unprocessed in the spreadsheet, leaving campaign managers without contact or start-date context. It creates CRM records and maps start dates so campaigns enroll contacts same day.

Create CRM custom records from new spreadsheet rows

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Overview

Stop manual imports that delay campaign launches and frustrate campaign managers. This flow turns new spreadsheet rows into CRM records with mapped start dates so campaigns can enroll contacts same day.

Create CRM custom records from new spreadsheet rows