Add booked HVAC appointments to CRM with tag
Add booked HVAC appointments to CRM with tag
Your booking page can create appointments that aren't logged in CRM, leaving dispatch and techs without customer details. Teams get contact and appointment context within minutes.
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Zap details:
Overview
When bookings don't flow into CRM, dispatch and technicians lack the customer context they need. This flow logs each booking as a contact and tags it in CRM within minutes, so coordinators can assign and prepare same day.