Create qualified lead records from updated spreadsheet rows
Create qualified lead records from updated spreadsheet rows
Your intake sheet has raw phones and inconsistent purchase data, making leads hard to qualify. It normalizes and enriches each lead record so marketing ops can act the same day.
Overview
Messy intake rows with unformatted phones and missing purchase context slow campaign launches and waste SDR time. This flow normalizes contact data, derives mortgage fields, and captures each lead into your marketing database so campaign managers can segment and start outreach the same day.