Update shared deal records in workspace from CRM changes
Update shared deal records in workspace from CRM changes
CRM deal updates don't reach your shared deal board, leaving reps without current status or owner context. Updated deals show in the board so teams act same day.
Overview
When deal fields drift between systems, reps and ops waste follow-up time and forecasts lose accuracy. This flow keeps your shared deal board current with CRM updates so AEs and sales ops can act on accurate pipeline data the same day.