Mark sold projects as won in CRM automatically
Mark sold projects as won in CRM automatically
Your sold system notifications leave deals marked open in the CRM, delaying crew scheduling and invoicing. Get deal status updated and handoffs triggered so crews and billing start same day.
Workflow preview:
Zap details:
Overview
When sold system events arrive but deals stay open, scheduling and invoicing stall and customers wait. This flow flips the deal to won and broadcasts sale details to reps and operations so installations and invoices can start same day.