CRM
Lead Ingestion Starter
Drop messy lead spreadsheets into a folder; get clean, deduplicated contacts in your CRM.
This template is still being packaged and is not yet on sale. The listing is here so you can see what is coming.
How it works
Point the workflow at a Google Drive folder and your CRM credentials. It maps whatever column layout each file arrives with onto one canonical lead shape, normalises emails and phone numbers, checks for existing contacts before writing, and reports what it created, updated and rejected on every run.
Not yet available