Project managers: maintain a single canonical user ID

Project managers get customer emails and calls that create duplicate contacts and mismatched user IDs. This creates one canonical user ID for clean handoffs.

Overview

Duplicate contacts and mismatched user IDs create reporting gaps and slow project handoffs for project managers. This workflow enforces a single canonical user record so project teams always have a consistent user ID, preventing duplicate records and enabling cleaner handoffs and reporting.

Notable Features

Match contacts by email and phone
Create a single canonical record
Return user ID to downstream systems