Create trip records from new deals for coordinators

Your travel deals in CRM lack a shared project record, leaving coordinators without trip dates, owner, and contact context. Create standardized trip rows so coordinators can act same day.

Overview

New travel deals often arrive in CRM without a matching project entry, leaving coordinators scrambling for dates and owner context. This flow logs each deal into a central project table so program coordinators get trip details and owner information immediately, enabling same-day scheduling and clearer handoffs.