Create job site and site survey from new projects
Create job site and site survey from new projects
Your CRM project entries often lack site context, leaving schedulers and marketers without address and utility details. It creates site and survey records so teams can act same day.
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Overview
New CRM projects often arrive without usable site details, which stalls schedulers and delays campaign outreach. This flow auto-creates or updates a job site and a prefilled site survey, linking the result back to the originating CRM project so teams can schedule and launch outreach the same day.