Update CRM deal and log note from sheet

You lose momentum when spreadsheet proceed rows aren't pushed into deal records, leaving account owners without guidance and delaying follow-ups. The workflow keeps deals updated so owners can act the same day.

Overview

Stop losing deal momentum to manual copy-and-paste. This flow automatically applies proceed instructions from your sheet to the matching deal and logs a note so account owners have context and can act the same day. It tightens follow-up and keeps pipeline data trustworthy for forecasting.