Create referral records from click-only sheet rows fast
Create referral records from click-only sheet rows fast
Your ad click spreadsheet often holds incomplete or duplicate rows that delay referral intake and manual screening. It creates screened referral records so your team can follow up same day.
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Overview
Unstructured click-only rows in sheets slow referral intake and cost timely follow-up. This flow turns qualifying sheet rows into screened referral records and writes screening results back to the sheet, so your growth team can act on leads the same day.