Deactivate PSA contacts when marketing CRM marks inactive
Deactivate PSA contacts when marketing CRM marks inactive
Your marketing CRM marks contacts inactive while PSA records stay active, causing misassigned work and billing confusion. Keep PSA status aligned so project managers avoid misassignments before the next assignment cycle.
Overview
Inactive marketing contacts should not remain active in your PSA and risk misassigned work or billing confusion. This flow flips the PSA active flag automatically so project managers and service coordinators see accurate rosters and avoid misassignments before the next assignment cycle.