Create lead records from new canvass spreadsheet rows

Your canvass sheet rows contain homeowner contacts and appointment notes that sit unprocessed, delaying callbacks and installations. It adds leads to your lead system so coordinators can act same day.

Create lead records from new canvass spreadsheet rows

Overview

Canvass entries frequently pile up in a spreadsheet and never reach your lead system, costing same-day outreach and booked installations. This flow pushes new rows into your lead intake so campaign managers and coordinators see leads within minutes and can schedule outreach the same day.

Create lead records from new canvass spreadsheet rows