Update CRM person with client portal access details
Update CRM person with client portal access details
Portal signups in your intake table don’t reach CRM, leaving account managers without access details. It writes portal access and initial password to CRM contacts for same-day setup.
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Overview
When portal signups live only in your intake table, account managers lack the details they need to activate client access. This flow writes access and initial password into the CRM contact so onboarding teams can complete setup same day and avoid handoffs.