Create site survey project and link to CRM
Create site survey project and link to CRM
When job records lack a site survey entry, your reps and schedulers miss context and crews get delayed. The workflow creates and links survey projects so field teams are ready same day.
Workflow preview:
Zap details:
Overview
When job records don't have a linked field survey, reps and dispatchers lack the context needed to execute site visits. This flow creates a survey project and writes the project ID back to the job, giving sales ops and field teams same-day access to site context and photos.