Update client information in Homebot and create home entry from Salesforce

Update client information in Salesforce and create a home entry in Homebot when a specific field changes. This ensures accurate records and enhances client engagement for faster onboarding.

Update client information in Homebot and create home entry from Salesforce

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Overview

Update client information in Salesforce and create a home entry in Homebot when a specific field changes. This ensures accurate records and enhances client engagement for faster onboarding.

Update client information in Homebot and create home entry from Salesforce