Update deal records with job numbers and project links
Update deal records with job numbers and project links
Spreadsheet updates leave deals missing job numbers and context, forcing account managers to search and delaying handoffs. It adds job numbers and links so teams have accurate records same day.
Overview
When spreadsheet rows lack job numbers, account teams waste time hunting for IDs and project context. This flow writes job numbers and links into the matching deal record and alerts the team so handoffs happen same day and campaigns stay on schedule.