Create and update CRM contacts from daily records

Your candidate records changed in your database aren't mirrored to CRM, leaving coordinators without current contact details. Syncing creates or refreshes CRM contacts so coordinators can act same day.

Create and update CRM contacts from daily records

Overview

When daily candidate changes don’t appear in CRM, coordinators miss outreach and certification follow-ups. This flow creates or updates CRM contacts from your database and writes the CRM id back so your team can act on fresh profiles the same day.

Create and update CRM contacts from daily records