Update or create client record from CRM changes
Update or create client record from CRM changes
Your CRM account updates don't reach the central client table, leaving IT to reconcile records manually. Keep the client database current so coordinators and billing can act same day.
Overview
When CRM accounts change, your central client table must reflect those updates to avoid manual cleanups and downstream errors. This flow automatically creates or updates client rows so IT no longer reconciles records and coordinators get correct client context same day.