Update deal stage from sheet entry for reps

You track link-live status in a shared sheet, leaving deal records out of sync and reps without current context. The workflow updates deal stage and close date so records are accurate same day.

Overview

Spreadsheets can outpace your CRM and leave reps working from stale pipeline context. This flow keeps deal stage and close date aligned to the latest sheet entries so sales ops and reps have accurate records for same-day forecasting and outreach.