Update phone contact records from new people records
Update phone contact records from new people records
Your people records lack synced phone and DOB fields, leaving agents without caller context when clients call. This keeps contact info current so agents can verify clients and start outreach same day.
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Overview
When contact details in your client database don't appear in your phone system, agents waste call time confirming identities. This flow pushes new people records into the phone contact list and tags the assigned agent so calls have full context within minutes and outreach happens same day.