Keep sales leads updated with project board comments

Sales reps miss affiliate comments on project boards, causing fragmented follow-ups and stalled deals. Pushing those comments into lead records gives reps full context, preventing missed replies.

Overview

Sales reps lose affiliate context when comments stay trapped on project boards, which fragments follow-ups and stalls deals. This workflow pushes card comments into lead records so reps have consolidated customer context and avoid missed replies. The result is cleaner pipeline visibility and more confident outreach.

Notable Features

Attach project board comments to leads
Match comments to leads by identifier
Notify sales reps of new context