Update agent CRM and complete onboarding task checklist

Your onboarding subtasks arrive as webhook events and agent records fall out of sync, causing follow-up delays and misrouted requests. This keeps agent contact and deal fields accurate the same day.

Overview

Onboarding subtasks sent as webhooks often leave CRM and deal stages inconsistent, delaying agent readiness and handoffs. This flow turns those subtasks into immediate CRM updates and completed checklist items so program coordinators can move agents to active status the same day.