Update account budget fields from updated sheet rows
Update account budget fields from updated sheet rows
You manage media budgets in a sheet, but changes don't update Account records, leaving managers without current spend visibility. Managers get up-to-date account budgets for planning the same day.
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Overview
When budget numbers live only in a sheet, sales operations and account managers plan from stale data and waste time reconciling figures. This flow writes spreadsheet changes into Account budget fields so managers see updated spend the same day and can act without manual rekeying.