Send contact change alerts and update assigned records

Portal lead info sometimes differs from your assigned contact, so agents miss updates and outreach is inconsistent. It alerts owners and updates CRM so data matches and outreach happens same day.

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Overview

Portal mismatches leave agents acting on stale contact details, delaying outreach and risking lost follow-ups. This flow detects differences, alerts the assigned owner, and aligns CRM records so your sales team works from correct contact information same day.