Add project details and note to CRM deal

Your intake submissions often lack onsite dates and priorities, leaving deals without scheduling context. Save submissions to deals and notify owners so schedules are accurate same day.

Overview

Incoming project intake often arrives without scheduling context, which stalls campaign execution and confuses handoffs. This flow writes the submission as a pinned deal note and updates the deal date so campaign managers and sales owners see scheduling context immediately, enabling same-day coordination.