Create CRM opportunity from each new lead row

Your spreadsheet lead rows arrive without CRM context, causing missed follow-ups and unclear ownership. It creates customer and opportunity records so reps can follow up same day.

Overview

Leads landing in a spreadsheet should never require manual re-entry before follow-up. This flow creates or links customers and opens opportunities so your reps see qualified work and ownership instantly. That means faster outreach and same-day follow up for incoming leads.