Create daily CRM deals from yesterday's service rows
Create daily CRM deals from yesterday's service rows
You keep yesterday's service rows in a sheet, but unlinked entries leave reps without client context for follow-up. Turn those rows into CRM deals so sales and ops can act the same day.
Overview
When yesterday's service rows don't land in your CRM, reps lose context and billing is delayed. This flow converts nightly sheet rows into CRM deals and flags mismatches for ops, so your team has accurate work queues by morning.