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Create and update case and contact records in target CRM

Create and update case and contact records in target CRM

Your case records and client contacts out of sync delay referrals and leave coordinators without enrollment context. Keep records aligned so coordinators can act with full client context same day.

Create and update case and contact records in target CRM

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Overview

When intake flags need to be shared, staff waste time reconciling mismatched profiles and referrals stall. This flow copies or updates client and case records into your program CRM and clears sync flags so coordinators have full client context within minutes for same-day service.

Create and update case and contact records in target CRM