Update board ticket when work assignee changes in CRM
Update board ticket when work assignee changes in CRM
Your CRM work assignments update without reflecting on the team board, so care reps and program coordinators lack clear ownership and miss timely follow-up. Update ownership so action happens same day.
Overview
When CRM assignments change without board updates, care reps spend time chasing owners and students wait for answers. This flow writes assignee names and last-modified timestamps to your team board so coordinators see ownership instantly and tickets stay actionable within minutes.