Add new CRM task details to marketing tracker

Your reps lack context when new CRM tasks aren't logged centrally, causing follow-ups and materials to slip. Capture task fields into shared trackers so campaign managers see updates same day.

Overview

When CRM tasks are created without consolidated context, follow-ups and materials shipments slip and campaign managers lose visibility. This flow captures task and account/contact context into shared trackers, giving marketing ops same-day visibility so teams can act before the next client touchpoint.