For IT: Keep CRM lead stages matching payment events

IT admins lose CRM accuracy when board payment flags aren't mirrored, leaving sales chasing outdated leads. It updates CRM statuses from board changes so reps see correct stages and avoid manual work.

Overview

Mismatches between board payments and CRM stages make sales chase the wrong deals and risk lost opportunities. This workflow lets IT admins push payment-sent events to CRM lead statuses automatically, eliminating manual reconciliation so sales always see correct pipeline stages and follow up without delay.

Notable Features

Update CRM lead statuses instantly
Map payment flags to pipeline stages
Notify reps of status changes