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Sushil Kant Tripathi
We're planning a new integration between the
LANA Work Order Automation Hub
and
LANA CRM
, allowing businesses to automatically create opportunities from incoming work orders.
This integration will help businesses streamline their lead and job management processes by transferring AI-extracted work order information directly into LANA CRM.
What's Planned:
  • Automatic Opportunity Creation:
    Create opportunities in LANA CRM when work orders are received and processed through the Work Order Automation Hub.
  • Template-Based Pipeline Selection:
    Choose the destination pipeline and opportunity stage for each work order template.
  • AI-Powered Data Transfer:
    Automatically transfer extracted customer details, job descriptions and other relevant information into LANA.
  • Opportunity Notes:
    Add AI-extracted work order information directly to opportunity notes.
  • Custom Field Mapping:
    Map extracted work order data to relevant LANA opportunity custom fields.
  • Flexible Configuration:
    Allow different work order templates to create opportunities in different pipelines and stages.
Our Goal
To eliminate manual data entry and create a seamless connection between the Work Order Automation Hub and LANA CRM, helping businesses manage incoming work orders and opportunities more efficiently.
Current Status:
Planned
We'll share more updates as development progresses.