Update closing status in a CRM
Update the mapped CRM record with its approved closing stage or status
When a file closes
What Joy does
Apply the approved closing stage or status to each file's mapped existing CRM record. Change only the chosen field when Joymore owns that update; preserve the selected recipe's guards and do not create records, reopen terminal records, infer payment, or send outreach.
Who it's for
CRM administrator or transaction coordinator
App
Choose one app for this automation.
During setup
Joy will help you:
- Choose the CRM account, existing record mapping, and relevant pipeline or record type.
- Approve the closing stage or status and permitted prior states.
- Confirm Joymore owns this update and review account workflows before activation.
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
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