Update CRM project labels from onboarding webhook events
Update CRM project labels from onboarding webhook events
Your CRM onboarding projects have mismatched labels and phases, causing unclear handoffs and stalled follow-ups. Reconcile labels and phase flags automatically so coordinators can act same day.
Overview
Manual edits to project labels create handoff gaps and delay onboarding follow-up; this flow reconciles incoming onboarding events with the CRM so project state is always accurate. Coordinators and Sales Ops get reliable labels and phase flags within minutes, enabling same-day outreach and clearer ownership.