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Create field project from new claim records for crews

Create field project from new claim records for crews

Your claim cases arrive without linked field projects, so crews miss prep steps and key photos. Teams get address and contact context so they can act the same day.

Create field project from new claim records for crews

Overview

When claim cases reach your CRM without project context, crews and content teams stall waiting for address and contact details. This flow creates the project and writes the link back to the case so field and marketing teams can start prep and capture photos the same day.

Create field project from new claim records for crews