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Update deal status from linked project task automatically

Update deal status from linked project task automatically

Your deal records miss task status changes, causing outreach delays and inaccurate forecasts. It keeps deal status current so account managers act quickly.

Update deal status from linked project task automatically

Overview

When engineering updates a task, sales needs real-time visibility to avoid contacting customers on stale information. This workflow updates deal status from linked task changes so account managers receive current pipeline signals within minutes.

Update deal status from linked project task automatically