Update company onboarding status from spreadsheet row changes

You log onboarding status in a shared sheet, leaving CRM company records out of sync and blocking mail scheduling. The company record gets updated so coordinators can schedule mailings same day.

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Overview

Spreadsheets are often the source of truth for onboarding updates, but when the CRM lags, coordinators miss direct-mail schedules and customer follow-ups. This flow keeps company onboarding status aligned with your sheet so coordinators can act and mailings go out on the same day.