Create onboarding contact record from updated sheet row

Your onboarding sheet leaves new agents without contact records or external IDs, delaying provisioning and orientation. You get updated contacts for onboarding coordinators within minutes.

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Overview

If onboarding rows aren't flowing into your CRM, coordinators can't provision accounts or schedule orientation. This flow creates or updates contacts with external workforce IDs so provisioning happens within minutes and orientation timelines stay on track.