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Update deal confirmation field when tax form completes

Update deal confirmation field when tax form completes

Your deals miss tax-status webhooks, leaving sales ops unaware and delaying closings. Keep confirmation fields current so reps and CRM admins act within minutes.

Update deal confirmation field when tax form completes

Overview

When external tax-status updates don't reach your CRM, sales and ops miss closing signals and reports drift. This flow writes confirmation values to the matching deal so sales ops and reps see accurate status within minutes, reducing last‑minute manual fixes before reporting.

Update deal confirmation field when tax form completes