Update project folder metadata from CRM project record
Update project folder metadata from CRM project record
Your CRM project records lack folder metadata, so staff can't find project documents for client work. Documents stay accessible and searchable same day.
Overview
CRM project records often diverge from your document library, forcing IT and coordinators into manual reconciliation and slowing client deliverables. This workflow writes key project metadata to the library as soon as the CRM changes, so staff can find files and prep client packages same day.