Mark signed retainers from updated spreadsheet rows for follow-up
Mark signed retainers from updated spreadsheet rows for follow-up
Your intake sheet rows marked signed leave lead records stale and cause missed retainer follow-up. The workflow updates lead status and notifies downstream systems so handoffs occur same day.
Workflow preview:
Zap details:
Overview
When signed retainers sit in a spreadsheet flag, intake and billing can't act quickly and follow-up stalls. This flow marks the lead retained, updates backend records, and fires tracking events so billing and intake can act same day.