Create loan call lead rows from updated spreadsheet

You get raw call exports without normalized phones or CRM context, so reps miss caller history. The flow adds cleaned lead rows and shows conversion status for same-day outreach.

Create loan call lead rows from updated spreadsheet

Overview

Raw call exports make it hard for reps to know who to call back and which leads converted. This flow normalizes phone numbers, looks up CRM context, and writes cleaned lead rows so marketing ops can prioritize outreach and see conversion status same day. Implementing it reduces manual cleanup and accelerates follow-up.

Create loan call lead rows from updated spreadsheet