Create CRM deals from new spreadsheet lead rows
Create CRM deals from new spreadsheet lead rows
Your form lead rows sit idle in a spreadsheet and fail to create CRM deals, delaying broker outreach. You get structured CRM contacts and deals for each lead, enabling brokers to follow up within minutes.
Overview
Leads captured in a spreadsheet should not sit idle while brokers hunt for context. This flow turns each new row into a contact and deal and posts a clear channel alert, so brokers can start outreach within minutes and handoffs happen same day.