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Create homeowner job site records for marketing campaigns

Create homeowner job site records for marketing campaigns

Your completed installs stuck in the field CRM delay review requests and portfolio updates. Managers can send review and showcase outreach the same day.

Create homeowner job site records for marketing campaigns

Overview

Field installs that never reach marketing create missed review opportunities and stale portfolios. This flow captures completed-install contacts, filters them to your service areas, and pushes job-site records to your marketing system so campaign managers can send outreach the same day.

Create homeowner job site records for marketing campaigns