IT: Update CRM deal milestones from production webhooks
IT: Update CRM deal milestones from production webhooks
IT admins receive webhooks but stale NTP/PTO dates leave sales reps with outdated deal status, causing stalled handoffs. It updates NTP/PTO fields in CRM so sales act on current milestones.
Overview
Stale NTP/PTO dates cause sales reps to act on outdated deal information and create costly handoff delays. This workflow routes production webhook events into CRM milestone fields so sales and ops always see current status and act accordingly. The result is fewer manual fixes and dramatically reduced missed follow-ups.
Notable Features
- Map webhook fields to CRM
- Update NTP/PTO milestone fields
- Notify sales on milestone changes