Keep CRM household IDs consistent for operations coordinators

Operations coordinators receive households missing external IDs, creating mismatched CRM entries and reconciliation work. Attach external household IDs on create so ops and CRM match records reliably.

Overview

Operations coordinators face mismatched CRM entries when external household IDs are missing, creating manual reconciliation overhead. This workflow attaches external household IDs at creation and validates matches, keeping CRM and ops aligned and preventing records from falling out of sync. That means reliable record matching, clearer audit trails, and fewer manual reconciliations.

Notable Features

Attach external IDs on create
Check for existing household matches
Log reconciliation exceptions for review