Update account and create conversion case in CRM
Update account and create conversion case in CRM
Conversion rows in your source list sometimes don't update CRM accounts, leaving status and handoff gaps. They become updated account records with a logged conversion case the same day.
Overview
When conversion rows in your source list don't reach the CRM, program coordinators and billing lose visibility and reconciliation stalls. This flow turns each qualifying update into an immediate CRM account update and a logged conversion case, giving coordinators same-day status and a clear audit trail.