Create new client records from updated spreadsheet rows
Create new client records from updated spreadsheet rows
You keep lead intake in a shared sheet and manual registration causes missed partner signups. Register leads automatically so campaign managers get captured records within minutes.
Overview
When intake rows sit unregistered, partners and campaigns miss timely enrollments and follow-up windows slip. This flow posts new sheet entries to your partner registration endpoint, handles household records and retries, and ensures campaign managers receive captured records within minutes.