Update contact records when account board status changes

Your board updates leave contact PII and review dates out of sync, causing missed outreach. Keep client contact details and review schedules accurate for your team ahead of outreach.

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Overview

When account rows change, advisors and client service managers need current contact data to avoid outreach mistakes and compliance gaps. This flow consolidates board updates into your central table and contact store so client-facing teams have accurate PII within minutes, ready for the next outreach.