Keep sales ops lead list updated from ad opt-ins

Sales ops miss new ad opt-ins buried in platform dashboards, causing outreach delays and leads that go cold. Add every ad opt-in to a central leads spreadsheet so reps qualify and follow up quickly.

Overview

Ad opt-ins that sit in platform dashboards often turn into missed opportunities. This workflow routes every opt-in into a single leads spreadsheet and alerts reps immediately, so response times drop dramatically and follow-ups no longer slip through the cracks.

Notable Features

Add ad opt-ins to master sheet
Notify sales reps of new leads
Tag source and campaign automatically