Create new CRM deal from updated lead row
Create new CRM deal from updated lead row
You lose bookings when qualified lead rows in your sheet never become CRM deals with contact and session details. It creates deals for your booking coordinators so follow-ups occur same day.
Overview
Qualified leads sitting in a sheet aren't revenue — they're missed bookings. This flow turns each qualified row into a structured CRM deal and delivers contact plus session context to booking coordinators, enabling same-day outreach and faster bookings.