Update CRM case records from board column changes
Update CRM case records from board column changes
Your service cases miss board updates to despatch date, payment status, or invoice number, leaving CRM records incomplete. Update cases so schedulers act same day.
Overview
When board updates don't reach the CRM, schedulers and billing staff lose context and response times slip. This flow writes board changes into the matching Case so reps and schedulers see updated despatch, payment, and invoice details within minutes.