Update deal stage when sheet marks supplier ready
Update deal stage when sheet marks supplier ready
Your deals fall out of sync when spreadsheet updates aren't pushed to CRM, delaying supplier handoffs and masking ownership. Owners see stages updated automatically, enabling same-day supplier handoffs.
Overview
When spreadsheet updates don’t reach the CRM, supplier handoffs stall and reps waste time hunting for the right status. This flow pushes qualifying sheet changes into deal stages automatically so owners see the correct status and supplier handoffs complete the same day.