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Create project from pipeline stage and send emails

Create project from pipeline stage and send emails

When CRM pipeline statuses change without a project record, your proposal and onboarding tasks go untracked and owners lack context. Create projects and notify owners to start proposal work same day.

Create project from pipeline stage and send emails

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Overview

Prevent proposal handoffs from stalling by creating a client project automatically when a pipeline status hits your proposal stage. The flow also notifies owners and sends the appropriate status emails so proposal and onboarding work can start the same day.

Create project from pipeline stage and send emails