Update deal tracker, add CRM notes, notify lender contact
Update deal tracker, add CRM notes, notify lender contact
Your settlement webhooks lack consistent debt, payment, and owner details, leaving deal rows stale and negotiators uninformed. Updated tracker rows and CRM notes so account managers act same day.
Overview
Settlement webhooks often arrive with inconsistent fields, leaving deal trackers stale and slowing lender outreach. This workflow keeps your sheet and CRM notes current and sends lender notifications automatically, so account managers have actionable context and can respond same day.