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Update CRM deal schedule from modified project row

Update CRM deal schedule from modified project row

Project sheet edits don't reach CRM deals, so account managers lack schedule context and handoffs stall. It keeps deal schedules and hours current so teams can hand off work same day.

Update CRM deal schedule from modified project row

Overview

Stale schedule info in deals creates friction for account managers and delays billing reconciliation; this flow writes sheet schedules and hours into deals automatically. Your team gets up-to-date start/finish and hours within minutes of edits, enabling same-day handoffs and cleaner billing.

Update CRM deal schedule from modified project row