Create monthly lead rows from referral contact signups
Create monthly lead rows from referral contact signups
Your referral contacts arrive without monthly context, causing manual sheet updates and missed handoffs. They are logged to a month worksheet and a CRM event is created so agents can act same day.
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Overview
When partner referral leads land untracked, agents waste time on manual updates and warm opportunities go cold. This flow writes each referral into a month-titled sheet and logs a CRM inquiry event so agents get context and can follow up the same day.