Set contact original EC source from company and lookup
Set contact original EC source from company and lookup
Your contacts can lack EC source after a calculation flag change, hurting onboarding context. This fills Original EC Source so coordinators have accurate records before handoff.
Overview
Incomplete contact source fields delay project handoffs and skew downstream reports. This flow sets the Original EC Source from company data or a reusable lookup, giving coordinators accurate contact records within minutes of the flag change.