Mark B2B order as picked up in CRM
Mark B2B order as picked up in CRM
Your dispatched orders lack pickup confirmations in CRM, leaving project managers unable to progress billing or carrier handoffs. Get automatic pickup updates so teams see status the same day.
Overview
Pickup confirmations often don't make it back into CRM, creating handoff and billing gaps. This flow captures pickup events and updates the corresponding CRM records so project managers see accurate status within minutes, enabling same-day invoicing and carrier handoffs.