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  1. CRM Automation
  2. CRM Integration
  3. Auto-Update CRM Data

Retrieve project data from crm upon notification

Automatically pull project data from your CRM whenever a relevant notification arrives, ensuring that your team and systems are always working with the latest information. This automation eliminates manual data transfers and reduces the risk of errors caused by outdated records. By seamlessly syncing your CRM with external services, you accelerate decision-making and improve collaboration across departments.

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  • Salesforce
  • Webhooks by Zapier