Keep engineering CRM and ops statuses aligned reliably

Engineers face CRM status drift from case initiation webhooks, causing inconsistent records and missed follow-ups. So intake and ops start informed follow-up.

Overview

Inconsistent CRM statuses cause missed follow-ups and reporting gaps that slow intake and operations. This workflow ensures lead and case status fields reflect case-review outcomes so intake and ops begin informed follow-up, and customers report faster response times and fewer status mismatches.

Notable Features

Update CRM status fields on review
Map case review fields to CRM
Alert intake and operations on changes