Update client contact records when client profile changes
Update client contact records when client profile changes
Your intake tool updates don't reach the central client table, causing lookups and stale contact info. Keep client records current so account managers and billing act on accurate details same day.
Overview
When intake updates don't populate your master client table, account managers and billing risk acting on stale information and slowing downstream work. This flow keeps the central client record current so teams can act on accurate details the same day.