Keep project managers' deal records routed and validated

Project managers miss new-deal rows in spreadsheets, causing handoff delays and regional misattribution. It turns rows into CRM records and routes them by region so sales reps follow up faster.

Overview

Project managers risk deals slipping through shared spreadsheets and regional leads being misattributed. This workflow converts each New Deal Log row into linked CRM contacts and deals, routing them to the right regional pipeline and notifying reps. The result is faster handoffs, cleaner campaign attribution, and far fewer missed follow-ups.

Notable Features

Create CRM records from rows
Route deals to regional pipelines
Notify sales reps of leads