Send site survey confirmation email and update deal record

Your site survey bookings lack confirmations, leaving reps unprepared and risking missed visits. Get confirmation emails sent and deals updated so field teams have visit details ahead of time.

Overview

If survey dates sit in your CRM without confirmation, field teams turn up unprepared and installs get delayed; this flow sends the customer a confirmation email and stamps the deal with the scheduled visit. That means confirmed visit details land with reps within minutes of scheduling, reducing reschedules before the visit.