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Create site records from uploaded CSVs into CRM

Create site records from uploaded CSVs into CRM

Uploaded site CSVs sit unprocessed, leaving opportunities without site records. It produces linked site records for faster validation and deployment ahead of billing.

Create site records from uploaded CSVs into CRM

Overview

When site CSVs are uploaded they often never make it into the CRM, delaying deal close and deployment work. This flow turns those CSV rows into linked site records and updates the opportunity status within minutes, giving BDMs and operations coordinators ready data ahead of billing cycles.

Create site records from uploaded CSVs into CRM