Book shipment and update order tracking in CRM
Book shipment and update order tracking in CRM
When a deal enters the delivery stage, your fulfilment team manually books carriers and copies addresses. It books the carrier and updates the deal with the tracking number so dispatch starts same day.
Workflow preview:
Zap details:
Overview
Manual carrier bookings at delivery stage create dispatch delays and rework for fulfilment coordinators. This flow removes that friction — it books shipments and writes tracking into the deal so dispatchers can begin fulfillment the same day.