Update master lead sheet when CRM flag flips

Your advisor lead records in CRM go unrefreshed when sync flags change, causing outreach gaps and reporting errors. Keep the master lead sheet accurate so advisors can act within minutes.

Overview

When external lead sync flags flip without a controlled update, advisors and operations lose visibility into prospect status and outreach stalls. This workflow keeps your master lead sheet aligned with CRM changes and clears the sync flag automatically so advisors can act within minutes and daily reports remain accurate.