First time poster. Forgive me if I missed responses on this issue. We have both the Work Management and CRM products.
On the CRM side, we have defined an automation that based on the status, when a lead is ‘Won’, the item is mirrored to the Work Management side to a group called ‘Implementation in Process’. This part is working fine.
However, sometimes this workflow is changed when a client is won from the operations side. We then need this record mirrored to the CRM side. When I set this up as two-way mirroring, the record is duplicated from WM to CRM. But because we have the initial workflow as the record being created first in CRM and then mirrored into WM, the automation recreates the record into WM, creating a duplicate record.
Any input is appreciated!
Steve