Update contact onboarding status when a room is created
Update contact onboarding status when a room is created
You create rooms for customers but CRM statuses lag, leaving onboarding unclear and delaying next steps. It sets the contact to an onboarding stage so coordinators can start handoffs same day.
Overview
When room creation doesn't update CRM state, coordinators scramble and handoffs stall. This flow writes a contextual note and marks the contact so onboarding coordinators can prioritize and start handoffs the same day.