Update CRM company records with detected website CMS
Update CRM company records with detected website CMS
You add CMS URLs to a booking intake sheet, leaving company records incomplete and delaying trip page integrations. It writes the CMS into the company record so ops can complete integrations same day.
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Overview
Unverified CMS URLs in your intake sheet keep company profiles incomplete and stall integration tasks for trip pages and payment connectors. This flow extracts the CMS from each row, updates the company record, and logs the result back to the sheet so ops can finish integrations the same day.