For IT: keep CRM KYB status accurate and actionable
For IT: keep CRM KYB status accurate and actionable
IT admins lose payment activations when KYB webhooks arrive but CRM accounts remain outdated. It updates CRM KYB/KYC fields and alerts account ops so payments can be enabled without manual checks.
Overview
Outdated KYB status stalls onboarding and blocks payment activation. This workflow keeps CRM KYB/KYC fields current and notifies account ops, eliminating manual checks and ensuring payments are enabled as soon as KYB clears. Teams report faster handoffs and fewer missed activations.
Notable Features
- Update CRM account KYB fields
- Notify account ops on status change
- Create audit note for compliance