Update company MTD volume metrics to CRM records
Update company MTD volume metrics to CRM records
Your MTD volume webhooks leave company records stale and account teams unaware of recent processing changes. Keep CRM volume and score fields current so account managers can act before weekly reviews.
Overview
If MTD volume signals don't reach CRM, account teams miss early churn and growth opportunities. This flow populates company volume and score fields from webhooked reports so account managers see changes within minutes and can act before weekly reviews.