Update CRM milestone fields from webhook journey for users
Update CRM milestone fields from webhook journey for users
Your journey webhook updates leave contact and account records out of date, delaying CSM follow-up and partner enablement. Keep records current so CSMs and coordinators can act same day.
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Overview
When journey milestones complete, records often stay stale and CSMs lack context for timely outreach. This flow writes milestone dates and flags back into contact and account records so CSMs and coordinators can act on completed milestones the same day.