Create migration project, support ticket, and calendar invite

You get CRM migration requests without a project or ticket, causing handoffs and scheduling delays. This creates a project, ticket, and calendar event so coordinators can confirm dates same day.

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Overview

CRM migration requests often create fragmented handoffs between sales, support, and operations. This flow converts a single request into a project, ticket, and scheduled event so your migration coordinators can assign tasks and confirm install dates same day.