Catch incoming requests, find client records in Salesforce, and update client data in Homebot
Catch incoming requests, find client records in Salesforce, and update client data in Homebot
Process incoming requests to find or create client records in Homebot and update their access based on loan information in Salesforce. This ensures faster onboarding and improved client management.
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Overview
Process incoming requests to find or create client records in Homebot and update their access based on loan information in Salesforce. This ensures faster onboarding and improved client management.