Update investor last interaction date in your database
Update investor last interaction date in your database
You miss touch dates in investor records when person updates don't propagate, causing stale outreach. It writes last interaction dates into your investor table so outreach and reports stay current.
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Overview
When your CRM touch data doesn't make it into investor lists, outreach and reporting fall out of sync. This flow captures 'last interaction' changes and writes them into your investor table so relations and ops see fresh touch history within minutes.