Add new bookings to CRM and tag contacts for crews
Add new bookings to CRM and tag contacts for crews
Your bookings arrive without a linked CRM record, leaving crews without contact details and service notes. Add and tag contacts so schedulers and crews have job-ready info before the appointment.
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Overview
Stop losing booking context between scheduling and dispatch—this flow automatically creates and tags CRM contacts from every booking so schedulers and crews get job-ready details. That means fewer missed follow-ups and crews prepared for the job within minutes of booking.