Engineering: keep CRM buyer records up to date

Engineering receives buyer feeds that leave CRM contacts stale, causing sales outreach and reports to rely on wrong portal status. This updates contacts from incoming buyer data so ops and sales have accurate activation dates and match counts.

Overview

Stale buyer data makes sales outreach and reporting unreliable. This workflow keeps CRM contact fields current from incoming buyer feeds so ops and sales act on accurate portal status, activation dates, and match counts, eliminating manual fixes and improving reporting reliability.

Notable Features

Update existing contact records
Match buyers by email and name
Notify ops and sales on changes