Attach product user ID to CRM contact record
Attach product user ID to CRM contact record
You lose onboarding context when in-app users aren't linked to CRM contacts, forcing manual lookups. Link user IDs to contact records so reps see activity and finish onboarding tasks same day.
Overview
When in-app users aren't linked to CRM contacts, customer success lacks the context needed for timely onboarding and must resort to manual lookups. This flow attaches the product user ID to the matching contact so reps get immediate activity context and can follow up same day.