Update account last login and notify your team
Update account last login and notify your team
Your login events reach you without CRM context, so client connection times go unrecorded and outreach is delayed. It keeps account timestamps current so managers can follow up same day.
Overview
When clients log into your portal, that event must appear in the CRM and on the team's radar immediately. This flow writes a last-connection timestamp to the account and pings your team so account managers can follow up the same day.