Revenue Ops

Keep CRM, comms, and finance in sync with human gates on high-value writes

Audiences: RevOps · Sales ops · IT

What this solves

RevOps teams lose trust when CRM and finance disagree. Align systems with manifest-scoped writes and dual-control on contract-changing actions.

Included connectors

Salesforce

CRM source of truth for opportunities

HubSpot

Marketing + CRM handoff

Slack

Deal desk notifications

SendGrid

Transactional customer email

Example workflow

1. system: Opportunity stage change — Webhook from CRM.
2. ai: Policy check — Validate against manifest and risk tier.
3. human: Approver sign-off — Required for high-value transitions.
4. system: Sync + notify — Update systems; log provenance.

Trust boundaries

• No silent field writes — all CRM mutations pass capability checks.
• Email sends use scoped templates with human review for exceptions.

Approval model

Dual-control on contract field changes; manager approval on deals above configurable ARR threshold.

Deployment

Governance tags

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