Update lead master sheet from CRM smart plan activity

Your smart-plan actions leave lead rows missing contact and stage details, causing missed outreach for listings. The sheet stays accurate so agents can act on current leads within minutes.

Overview

When smart-plan events update lead details, your spreadsheet can quickly fall out of sync and agents miss timely outreach. This flow keeps the master lead sheet current so you and your agents can act on verified contact and stage data within minutes.