Update CRM deal stages from incoming job updates
Update CRM deal stages from incoming job updates
CRM deals go out of sync when external job updates lack a matching stage, causing missed scheduling and follow-up. Keep sales and operations aligned so deal records reflect job status within minutes.
Overview
When job-status posts come in without stage context, your pipeline can drift and teams miss critical scheduling windows. This flow finds the right deal and updates its stage so sales and project managers see accurate priorities within minutes.