Create demo request rows from new CRM records
Create demo request rows from new CRM records
Untracked demo requests in your CRM delay scheduling and leave reps without account context. Sync them to a shared worksheet so coordinators can assign and prepare demos same day.
Overview
When demo requests miss context they stall scheduling and waste rep time. This flow captures every new CRM demo record into a shared worksheet, giving coordinators a single queue to assign and prepare demos same day.