Update board item with matching CRM company contact details

When a board item is flagged to sync with CRM, your advisors lack contact context and miss timely outreach. It fills contact email and salutation so outreach happens same day.

Overview

Flagged board items often lack CRM contact context, causing outreach delays and manual lookups. This flow pulls the company primary contact and salutation into the board so advisors can email or call the same day without hunting for details.