Create new CRM deals from qualifying spreadsheet rows
Create new CRM deals from qualifying spreadsheet rows
You miss pipeline entries when escrow rows never reach your CRM, leaving deals untracked and outreach delayed. It creates CRM deals from flagged rows so reps can begin outreach the same day.
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Overview
If escrow listings sit in spreadsheets, reps can't act and deals stall. This flow turns flagged rows into CRM deals with mapped fields and stage assignment, so reps have records and can start outreach the same day.