Update prospect task status when CRM field changes
Update prospect task status when CRM field changes
Your Contact engagement statuses don't update intake tasks, leaving prospects untriaged or misprioritized in intake workflows. Keep tasks aligned with CRM so coordinators act on statuses the same day.
Overview
When engagement status in the CRM changes, intake tasks often remain stale and prospects get delayed. This flow mirrors the CRM status onto intake tasks so coordinators see accurate priorities and can act within minutes, keeping follow-ups same day.