Client leads sit in a sheet and never make it into the CRM. I tried a weekly import. It died by Wednesday. We run creator campaigns, so every lead has three or four people on it and follow-up is never owned. Our case studies go out late, which is why the content doesn't convert. Picked Make. First move this week: Sheet-to-CRM or campaign brief-to-task? Don't map the whole process. Just the first build.
First build: Sheet-to-CRM or brief-to-task?
Discussion
- Purpose
- They want a specific first integration sequence to stop manual lead leakage between Google Sheets and CRM, not a full process map.
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