Create field service events from deal stage updates
Create field service events from deal stage updates
Your team misses client location when deal stage changes don't create calendar events. The workflow creates events so coordinators see appointments and addresses before same-day visits.
Overview
When deals hit the technical-visit stage your dispatchers need appointment details immediately; relying on manual calendar entry creates missed visits and wasted travel. This flow turns stage changes into calendar events within minutes so coordinators and on-call technicians see addresses and appointment context ahead of same-day service.