Send updated client records to CRM when live

Your client records in the database aren't reaching CRM after status changes, leaving coordinators without call context. It sends qualifying live records to CRM so teams get contact and call times same day.

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Overview

When live client status updates fail to reach the CRM, coordinators lose call context and schedules slip. This flow pushes qualifying records to the CRM so coordinators receive contact and call-time details within minutes, reducing same-day scheduling delays.