Skip to content

Create vendor lead records from shared folder CSVs

Your vendor lead CSVs in a shared folder arrive unprocessed and stall PPC outreach. It creates and queues structured vendor lead records so teams can start outreach same day.

Create vendor lead records from shared folder CSVs

Workflow preview:

Zap details:

Overview

When CSVs sit in a shared folder unprocessed, campaign managers waste time importing and validating leads manually; this flow parses files, flags anomalies for review, and creates vendor lead records automatically. Teams get a queued, reviewable lead list and can begin outreach same day, avoiding missed campaign windows.

Create vendor lead records from shared folder CSVs