Create intake ticket and contact from spreadsheet row

You get ad leads as new spreadsheet rows with no contact or intake status, slowing qualification and risking missed outreach. Contacts and triage tickets are created so coordinators can act same day.

Overview

Raw ad leads sitting in a spreadsheet slow response and waste conversion windows. This flow creates a contact and private triage ticket from each row and updates the sheet so enrollment coordinators can qualify and reach leads the same day.