Create CRM records from new spreadsheet rows for consultations
Create CRM records from new spreadsheet rows for consultations
Your consultation form rows sit in a sheet without CRM records, leaving support unable to triage or track outreach. They go into the CRM automatically so agents can start follow-up within minutes.
Overview
When consultation responses sit only in a sheet, support can't triage or follow up reliably. This flow writes those rows into the CRM and normalizes phone and date fields so support can begin outreach within minutes.