Update client records with external CRM contact IDs
Update client records with external CRM contact IDs
Your client records lack external contact IDs, so brokers can't link leads to external CRM profiles. Adding the external ID to client records gives brokers context within minutes.
Overview
When external contact links don't land on the client record, brokers lose context and follow-up slows. This flow captures the link, extracts the external contact ID, and writes it to the client record so brokers see matching profiles within minutes.