Keep support ops CRM company profiles up to date

Support ops lose company context when case rows update and no CRM profile exists. Create or update CRM company records from changed case rows so agents start triage faster.

Overview

Missing company profiles from case updates slows triage and risks SLA breaches. This workflow ensures every changed case row creates or updates a CRM company record, so cases stay linked and agents begin triage faster, eliminating missed handoffs and reducing escalations.

Notable Features

Create or update company records
Link cases to company profiles
Notify agents on linked cases