Update onboarding stage when web page goes live
Update onboarding stage when web page goes live
CRM onboarding flags can differ from what's live, leaving coordinators unsure which stage is published. Sync live page links to company records so coordinators can act same day.
Overview
When onboarding page flags in the CRM and the live website disagree, coordinators waste time chasing status and missing scheduled tasks. This flow verifies published onboarding pages and writes the live URL back to the company record, so onboarding coordinators have an accurate stage and link to act on, same day.