Update CRM install date from calendar event entries
Update CRM install date from calendar event entries
Your install events in Calendar aren't reflected in the CRM, so crews and campaign managers miss prep windows. Keep CRM install dates updated so teams have schedule context within 12 hours.
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Overview
When install events change in Calendar but those updates don't land in the CRM, prep and outreach fall out of sync. This flow writes the calendar start time into the CRM install date field automatically so marketing ops and campaign managers have the correct schedule context within 12 hours.