Update deal stage for matched closed deals automatically

Your closed transactions sometimes don't update CRM deal stages, leaving post-sale tasks and commission steps delayed. Get matched deals staged correctly so agents see updated pipeline status same day.

Overview

Closed transactions that don't update CRM stages leave agents unsure which post-sale steps to run; this flow finds matching deals and advances them to your post-sale stage automatically. Agents and transaction coordinators see accurate pipeline status within minutes, enabling same-day follow-up and commission processing.