Update placement records when assignee changes on board

Your placement records go out of date when board assignees change, causing handoff confusion and delayed onboarding. Keep CRM advocate fields current so managers can act with full context same day.

Overview

Board assignee changes often leave CRM placement ownership out of sync, creating handoff friction and onboarding delays. This workflow ensures advocate fields are updated in the CRM within minutes, giving project managers accurate ownership context and enabling same-day follow-up.