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Update deal record with incoming report document date

Update deal record with incoming report document date

Your incoming report webhooks leave deals without a consistent document date, creating pipeline confusion. The workflow writes a timezone-normalized report date to the deal so records are ready same day.

Update deal record with incoming report document date

Overview

Inconsistent report timestamps make pipeline reviews noisy and slow down account handoffs for sales ops and AEs. This flow normalizes incoming report dates and writes them to the matching deal so teams have consistent data for same-day reporting and smoother handoffs.

Update deal record with incoming report document date