Create or update board items from CRM changes
Create or update board items from CRM changes
Your CRM referral and site records aren't mirrored on the project board, causing manual lookups and delays. It keeps board items current so coordinators triage referrals same day.
Overview
When CRM referral updates don't reach your project board, coordinators waste time on manual lookups and miss SLA windows. This workflow keeps the board current from CRM change events so coordinators can triage and report referrals the same day, reducing handoffs and delays.