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Update deal stage and schedule install events automatically

Update deal stage and schedule install events automatically

Your survey submissions leave deals in the wrong CRM stage and installers without job details. It updates the deal, creates calendar events, and emails customers and contractors same day.

Update deal stage and schedule install events automatically

Overview

When survey responses don't move deals or schedule jobs, bookings stall and crews show up unprepared. This workflow moves the deal to the completed stage, publishes calendar events, and emails both customers and contractors—so schedules and communications are accurate same day.

Update deal stage and schedule install events automatically