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Create and notify customer success for TIN case

Create and notify customer success for TIN case

Your CRM TIN request cases miss synced contact and event context, causing billing delays. Billing and program coordinators can act same day with synced contact and event context.

Create and notify customer success for TIN case

Overview

Stop TIN request cases from stalling billing and customer success handoffs. This creates or updates customer success records and posts a journey event so billing and coordinators can follow up same day.

Create and notify customer success for TIN case