Create or update CRM deals from site opportunities
Create or update CRM deals from site opportunities
Construction opportunity records often arrive unsynced with CRM deals, creating pipeline gaps. It creates or updates CRM deals so account managers have accurate pipeline visibility same day.
Overview
Stop losing visibility when field opportunities diverge from CRM records — this flow creates or updates Deals automatically, removing manual entry and keeping your pipeline accurate. Account managers get same-day visibility so reps can prioritize new-construction work before the next review.