Update lead intake sheet from changed contact status

Your lead intake sheet goes stale when contact lead status changes, leaving CS ops without onboarding context. Keep intake rows up to date so managers can act same day.

Update lead intake sheet from changed contact status

Overview

Lead status changes often leave your intake sheet out of date, causing delays in onboarding handoffs. This flow keeps the sheet and CRM aligned so customer success managers can prioritize and assign onboarding-ready contacts the same day.

Update lead intake sheet from changed contact status