Update deal to won and remove undone activities
Update deal to won and remove undone activities
Your deals and activities can fall out of sync when purchase webhooks fail to update records, causing reps to chase completed sales. Keep deal status accurate and clear undone activities so reps see next steps within minutes.
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Overview
When purchase events don't update the CRM, reps waste time chasing closed business and pipeline reports are noisy. This flow updates the deal to won, applies the order value, and clears undone activities so reps see accurate next steps. Expect the pipeline to reflect purchases within minutes of the webhook.