Update lead tracking rows from changed CRM statuses
Update lead tracking rows from changed CRM statuses
Your CRM lead statuses and affiliate tags often fail to update tracking rows, leaving intake coordinators and billing without current revenue context. Keep trackers current for same-day follow-up.
Overview
Leads tagged by affiliates need to flow into your tracking rows immediately so intake and billing teams can act. This flow parses tags, finds the right tracker row, and updates status and revenue fields within minutes so follow-ups and invoicing happen on time.