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Create install events and contacts from incoming emails

Create install events and contacts from incoming emails

Your installation request emails contain customer, vehicle, and tracking details that are often missed and delay confirmations. Then create a contact, add a sheet row, and schedule install same day.

Create install events and contacts from incoming emails

Overview

When installation request emails pile up, manual entry slows scheduling and customer confirmation. This flow extracts customer and vehicle details, writes a clean worksheet row, creates or updates the contact, and books the install so coordinators can confirm same day.

Create install events and contacts from incoming emails