Create CRM contact from updated database user record

Your master user records often lag behind your CRM, leaving lead context missing for brokers during outreach. You get synced, accurate contacts for same-day follow-up.

Overview

Stale lead context in your CRM slows broker follow-up and risks lost assumable mortgage opportunities; this flow creates or updates CRM contacts from your master database and marks records as synced so brokers can reach leads same day. It centralizes prospect data and reduces manual entry so you can focus on closing transfers and client conversations.