Update referral records in monday.com when contact is tagged in BrokerEngine

Update referral records in monday.com when a contact is tagged as converted in BrokerEngine. This ensures accurate tracking of client information and status, leading to better insights and improved client management.

Update referral records in monday.com when contact is tagged in BrokerEngine

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Overview

Update referral records in monday.com when a contact is tagged as converted in BrokerEngine. This ensures accurate tracking of client information and status, leading to better insights and improved client management.

Update referral records in monday.com when contact is tagged in BrokerEngine