Support ops: keep phone contacts current for agents

Customer support ops lose caller context when CRM updates lag, causing misrouted calls. Phone contacts mirror CRM changes, so agents have accurate caller details when answering.

Overview

Outdated caller info causes misrouted calls and frustrated customers. This workflow keeps phone contacts aligned with CRM changes so support agents always see the right caller details, reducing misrouted calls and enabling faster, accurate call handling.

Notable Features

Push CRM contact updates to phones
Match records using client identifier
Notify agents of critical changes