Update CRM contact and company on portal login

Your portal login events often lack CRM linkage, leaving reps without account context for follow-up. Keep contacts and companies up to date so sales and ops can act same day.

Overview

If portal logins don't surface in your CRM, reps work from stale records and miss timely outreach. This flow guarantees each login either updates an existing contact or creates and links missing contact and company records, giving sales and ops actionable account context the same day.