Create operations records from updated deal for field teams

Your updated CRM deals don't populate client, site, and contact records in ops, leaving technicians unprepared. Get client, site, and contact records into operations for same-day dispatch.

Overview

Deals updated in the CRM often don't make it into operations, so technicians arrive without client or site context and jobs get delayed. This flow turns each updated deal into linked client, contact, site, and deal records in your ops tracker and notifies coordinators, enabling same-day scheduling and cleaner handoffs.