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Update account records from contact submissions to onboard

Update account records from contact submissions to onboard

Your table contact entries don't update account records, leaving onboarding without phone, email, or consent. Get records updated and notify onboarding so contacts are ready within minutes.

Update account records from contact submissions to onboard

Overview

When team-submitted contact details don't flow into account records, onboarding stalls and outreach misses windows. This flow keeps account contact and consent fields current and pings coordinators so new contacts are ready for outreach within minutes.

Update account records from contact submissions to onboard