Update company status and closed-won counts after deals
Update company status and closed-won counts after deals
Your deal-linked company records fall out of sync after deal changes, delaying project handoffs. Keep company status and closed-won totals accurate so project managers can onboard same day.
Workflow preview:
Zap details:
Overview
Manual fixes to company records often stall project handoffs; this Sub-Zap adjusts closed-won counts and promotes company status when deals change, so project managers inherit accurate records. That means onboarding and kickoff can proceed same day without reconciliation delays.