Update dealflow source records with matching contact links
Update dealflow source records with matching contact links
Your dealflow source rows often lack linked contact records after uploads, leaving reps without context and delaying follow-up. Link matching contacts automatically so reps can act the same day.
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Overview
Missing contact links in your dealflow slow down outreach and obscure source attribution; this flow finds matching contacts and writes links back to source rows so sales ops and AEs always see who to contact. That clarity means reps can act on uploads the same day and reduce follow-up friction.