Update linked deal record on completed installation event

Your completed-installation opportunities don't update linked deal records, leaving pipeline owners without current status. It aligns records so coordinators can act same day.

Update linked deal record on completed installation event

Overview

Disconnected post-install updates create follow-up gaps and reporting drift for account coordinators. This flow keeps deal records in the secondary CRM aligned with opportunity status so sales managers and coordinators can act on accurate pipeline information the same day.

Update linked deal record on completed installation event