Update client contact with external IDs and accounts
Update client contact with external IDs and accounts
New portfolio webhooks often lack linked contact or account IDs, forcing manual lookups and slowing onboarding. It enriches records so onboarding and owner routing happen same day.
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Overview
When new client portfolios arrive without linked identifiers, onboarding gets delayed and staff waste time on lookups. This workflow enriches contact records with account and deal IDs and surfaces account conflicts to ops so onboarding and owner routing complete same day.