Keep CRM company records aligned with ERP spreadsheets

Operations coordinators editing ERP sheets let CRM records drift, causing billing mistakes. Row-change updates write key ERP IDs and financial fields into the CRM so account managers use consistent records.

Overview

When CRM records drift from the ERP spreadsheet, billing mistakes and poor outreach follow. This workflow keeps spreadsheet edits reflected in the CRM so account managers and ops work from the same identifiers, eliminating manual reconciliation and compliance gaps.

Notable Features

Update CRM company fields on change
Format ERP identifiers for matching
Filter unchanged rows to avoid noise