Update CRM deal when project created in platform
Update CRM deal when project created in platform
When a new project is created in your project platform, your CRM often has no linked deal and crews miss sales context. Link projects to deals so teams get accurate handoffs same day.
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Overview
Linking project records to CRM deals removes manual lookups and avoids installer confusion. This flow updates the deal when a match exists or creates a corrective task so operations gets a clear handoff and installers receive context the same day.