Update onboarding status and complete lead tasks automatically
Update onboarding status and complete lead tasks automatically
Onboarding task completions leave lead records and project microsites out of sync, delaying KYC and merchant activation. Compliance and project teams act on accurate records same day.
Overview
Status drift between project microsites and CRM leads slows KYC and merchant activation; this flow closes that gap by writing the same onboarding status to both systems when a task completes. Your compliance and project coordinators get accurate KYC context within minutes, enabling same-day actions and fewer manual handoffs.