Update CRM company records from partner profile updates

Partner profile updates don't reach your CRM, leaving company records with wrong owners and onboarding status. Keep company records aligned so reps and partnership managers see correct owners and onboarding the same day.

Overview

When partner records diverge between systems, reps waste time and outreach targets the wrong owners. This flow keeps CRM company records aligned with your partner system so reps and partnership managers see correct owner and onboarding state the same day.