Update funding request records from parent form rows
Update funding request records from parent form rows
Your funding records fall out of sync when parent form rows change, leaving coordinators without agreement flags for outreach. Coordinators receive corrected records same day for outreach.
Overview
When parent form imports and CRM records fall out of sync, coordinators spend time correcting outreach context and campaigns misfire. This flow keeps Funding Request records aligned automatically so program coordinators have accurate agreement flags same day and outreach stays on schedule.