For customer support ops: unify company records fast

Customer support ops lose context when new trial companies aren't in each system, causing billing confusion and misrouted cases. Keep company identifiers aligned so ops route cases correctly.

Overview

When company records diverge, support deals with billing confusion and misrouted cases. This flow keeps CRM, billing, and support records aligned so agents have full account context and cases route correctly, eliminating manual lookups and ownership gaps.

Notable Features

Keep company records aligned across systems
Create or update company records
Notify support on company mismatches