Update deal stage and email customer with booking confirmation
Update deal stage and email customer with booking confirmation
Your booking forms sometimes post without a CRM update, leaving sold jobs untriaged. It updates the deal to sold and sends the customer a booking confirmation email same day.
Workflow preview:
Zap details:
Overview
When accepted bookings land in a form but aren’t pushed to CRM, scheduling stalls and project managers wait. This flow marks the deal sold and sends a customer confirmation within minutes, so your project coordinators can book surveys the same day and handoffs stay tight.