Send new trade references to CRM event stream
Send new trade references to CRM event stream
Trade reference records only in your project database delay credit approvals and stall onboarding. They arrive as CRM events so credit analysts act within minutes.
Overview
When trade references live only inside your project database, credit and onboarding stall because reviewers lack context. This pipeline delivers those references into your CRM event stream so credit analysts and project coordinators can act on them within minutes.