Update onboarding call date across CRM and tracking

Your onboarding call dates in CRM aren't mirrored to your check-in database, causing missed or late follow-ups. Keep those call dates synced so coordinators act on fresh data same day.

Update onboarding call date across CRM and tracking

Overview

When onboarding dates set in the contact record don't reach your tracking table, coordinators miss critical follow-ups and new customers wait. This flow pushes the CRM date into your check-in database and alerts coordinators so teams act on fresh data the same day.

Update onboarding call date across CRM and tracking