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Create and update mirrored product records across CRMs

Create and update mirrored product records across CRMs

Product entries arrive from webhooks without a match in the secondary CRM, causing duplicate creation. Keep product records aligned so catalog managers can quote accurately same day.

Create and update mirrored product records across CRMs

Overview

Manual catalog handoffs create pricing drift and slow quoting for installers and contractors. This workflow mirrors incoming product entries into your secondary CRM, standardizes categories, and alerts catalog managers so quotes and inventory remain accurate same day.

Create and update mirrored product records across CRMs