Create CSV and upload to FTP from sheet

When new lead rows land in your spreadsheet, inconsistent formatting and missing fields block CRM imports. You receive a ready CSV on your integration servers within minutes.

Overview

When ad-sourced leads land in a sheet, manual file prep and inconsistent formatting slow imports and create handoffs for integration engineers. This flow standardizes each lead into a CRM-ready CSV and delivers it straight to your integration servers so import jobs run without manual steps. Integration and operations teams start consuming ready files within minutes, reducing manual prep before scheduled syncs.