Set project stage when board status flips to welcome
Set project stage when board status flips to welcome
Your board's Welcome Text updates often don't reach the CRM, leaving onboarding coordinators without stage context. It keeps CRM stages aligned so campaigns fire on time.
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Overview
When your project board marks customers as welcome, the CRM must reflect that immediately or campaigns and onboarding lose context. This flow updates project stages automatically so marketing ops and onboarding coordinators get accurate audiences and can act within minutes.