Keep CRM claim statuses aligned with operations spreadsheet

Operations coordinators miss status rows in claims spreadsheets, leaving CRM outcomes out of sync. Updates CRM claim records from new status rows, ensuring outcomes stay current so ops can act faster.

Overview

Operations coordinators risk outdated claim outcomes when spreadsheet updates aren't reflected in the CRM, creating reconciliation work and possible escalations. This workflow writes status rows into CRM claim records and alerts ops on mismatches, eliminating manual lookups and keeping claim outcomes accurate.

Notable Features

Create or update CRM records
Match status rows to claims
Alert ops on unmatched rows