Update master lead sheet from new CRM leads
Update master lead sheet from new CRM leads
Your referral leads live in CRM and a separate spreadsheet, delaying intake and causing missed follow-ups. This centralizes lead records so intake coordinators can act same day.
Workflow preview:
Zap details:
Overview
When referral leads sit separately in CRM and spreadsheets, intake coordinators lack the context they need to act. This flow keeps your master intake sheet aligned with CRM and marks records as synced so coordinators can triage referrals same day.