Create CRM note and email designer on showroom visit

Your showroom door events lack visitor context, leaving customers unacknowledged and follow-up delayed. You get CRM notes and designer emails with visitor details, enabling same-day follow-up.

Overview

Showroom visits go cold when staff aren't notified in time; this flow logs the visit in CRM and emails the assigned designer so someone can greet or follow up. That means visitor context is captured and outreach can happen within minutes, improving conversion from showroom traffic.