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Update CRM accounts from submitted spreadsheet links and IDs

Update CRM accounts from submitted spreadsheet links and IDs

Your account-link submissions often miss matched account IDs, forcing manual lookups and delaying outreach. It updates the sheet and account records so sales can act same day.

Update CRM accounts from submitted spreadsheet links and IDs

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Overview

Submitted domain lists often arrive without matched account context, creating manual work and slowing campaigns. This flow finds accounts, writes links and IDs back to both the sheet and account records, and clears the submission for same-day outreach.

Update CRM accounts from submitted spreadsheet links and IDs