Update customer project records from updated sheet milestones

Your project sheet milestones change but downstream records stay outdated, blocking handoffs. Keep account records and task markers current so stakeholders can act on accurate status same day.

Overview

When milestone rows in your project sheet aren't reflected in the customer hub, onboarding and delivery teams miss deadlines and manual updates pile up. This flow writes milestone dates and completion flags into account records and triggers task completions so project managers see accurate status within minutes. That reduces manual handoffs ahead of planning meetings.