Update intake board status for new contact stage

Your CRM contacts moving to a new outreach stage leave the intake board outdated and slow coordinators. Keep items updated so coordinators can act the same day.

Workflow preview:

Zap details:

Overview

Stop manual board updates and give your program coordinators immediate clarity when a contact reaches your outreach stage. With board items reflecting CRM changes within minutes, coordinators can act the same day and reduce missed contacts.