Keep contact dataset updated from incoming webhook events

CRM person events can leave your central contact dataset out of sync, stalling onboarding checklists and compliance runs. Coordinators get accurate contacts within minutes.

Workflow preview:

Zap details:

Overview

If contact changes from your CRM don't land in the master dataset, coordinators run checklists with stale info and onboarding stalls. This flow keeps the central contact dataset current and removes manual updates, so your coordinators and compliance leads see accurate contacts within minutes.