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Create intake request record when opportunity report updates

Create intake request record when opportunity report updates

Your opportunity edits with missing recruitment links leave sales managers without a structured materials request. It creates a triage intake record so requests are assigned and processed same day.

Create intake request record when opportunity report updates

Overview

When an Opportunity's report link changes, this flow captures the request and drops a structured intake row into your table so revenue ops and sales managers don't have to copy details manually. That means requests are owner-assigned and triaged within minutes, keeping outreach and shipping on schedule.

Create intake request record when opportunity report updates