Create leads from rebate worksheet rows for HVAC sales
Create leads from rebate worksheet rows for HVAC sales
Your rebate leads worksheet holds new consumer entries not pushed to the CRM, delaying consult scheduling and rebate follow-up. It creates tagged leads and schedules same-day follow-up so reps can act within hours.
Overview
Rebate worksheet rows often sit disconnected from your CRM, causing delayed consults and missed conversion opportunities. This flow converts each updated rebate row into a tagged CRM lead with same-day follow-up and a team notification, so reps get actionable work items within hours.