Update lead status from monthly sign-up spreadsheet entries
Update lead status from monthly sign-up spreadsheet entries
Your monthly sign-up sheet creates leads with no status or garage assignment, stalling onboarding and billing. This updates lead status and location in the CRM so reps can activate accounts same day.
Overview
Missed spreadsheet updates mean unready accounts and delayed billing for your parking customers, costing time for marketing ops. This flow writes completed sign-ups into the CRM and attaches the correct garage so reps can onboard and bill customers the same day.