Update lead records and add upsell row to sheet

Your upsell activities live in activity logs and aren't tied to lead records, leaving billing and account handoffs unclear. It keeps lead fields and a reporting row current so handoffs finish same day.

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Overview

Upsells that live only in activity logs break billing and account handoffs because pricing and start dates are scattered. This flow attaches upsell details to the lead, logs a reporting row, and surfaces the closer’s chat identifier so account managers and billing can complete handoffs same day.