Add install jobs to sales pipeline and notify reps

Your scheduled installation jobs sit outside sales view, causing missed follow-ups and delayed revenue. Add them to your pipeline so reps have booking context and close installs same day.

Workflow preview:

Zap details:

Overview

When scheduled installs live only in operations, reps lack customer context and quick closes slip away. This flow surfaces every scheduled installation as a tracked opportunity so reps see contact details and appointment context, enabling same-day follow-up and faster install closures.