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Update lead status from partner email to spreadsheet

Partner reply emails about funding arrive untriaged, leaving lead records outdated. The workflow logs status to your tracking sheet and moves denied leads to the denied list same day.

Update lead status from partner email to spreadsheet

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Overview

Stop letting partner replies leave your lead book stale—capture funding decisions the moment they arrive. This flow classifies partner emails, updates your master sheet, and moves denied leads to the denied list so you and your partnership manager can act the same day.

Update lead status from partner email to spreadsheet