Update or create deal records from project updates
Update or create deal records from project updates
Your project webhooks can leave deal records incomplete and account managers without context. Keep deal records current so account managers can act on active projects the same day.
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Overview
When project updates arrive outside the CRM, account managers lack the context needed for client handoffs and forecasting. This flow keeps deal records current and attaches the right company so your client services team can act on active projects the same day.