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Route incoming messaging leads to owner sheet and notify

Route incoming messaging leads to owner sheet and notify

Messaging lead rows arrive unassigned, leaving consultants without context and causing missed follow-ups. Owners get an email and a sheet entry so follow-up happens within minutes.

Route incoming messaging leads to owner sheet and notify

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Overview

Leads from messaging channels often land in a shared sheet and go unassigned, costing critical contact windows. This flow routes each lead to the assigned owner, creates a tracked owner row, and sends an immediate email so consultants can follow up within minutes.

Route incoming messaging leads to owner sheet and notify