Keep CRM leads updated from project card comments

Sales reps miss deal context when project card comments stay buried, causing outreach to miss signals and deals to stall. Route each comment into the lead as a note so reps have context.

Overview

Sales reps lose deals when context lives only on project boards — outreach stalls and opportunities slip. This workflow makes every project card comment appear on the matching CRM lead as a note, so reps follow up with full context, eliminating manual lookups and reducing stalled deals.

Notable Features

Append card comments to leads
Match project cards to CRM leads
Notify sales reps of updates