Create contacts and deals from archived projects feed
Create contacts and deals from archived projects feed
You surface archived project rows that leave contact and deal records missing, causing follow-up gaps. The workflow creates contacts and linked deals so records are available for sales review the same day.
Overview
Archived project rows often leave contact and deal history fragmented, slowing down recovery and follow-up. This workflow captures archived project data into contact and deal records so reps see full history and can act the same day.