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Create sales deal rows in shared marketing tracker

Create sales deal rows in shared marketing tracker

Your signed CRM deals aren't consolidated, leaving campaign managers without deal-level context. Add deal rows to a shared sheet so marketing ops can report and activate campaigns same day.

Create sales deal rows in shared marketing tracker

Overview

If signed deals sit only in the CRM, campaign teams lack the deal context they need to act. This flow writes each filtered deal into a shared worksheet, giving marketing ops and campaign managers same-day visibility for reporting and activation.

Create sales deal rows in shared marketing tracker