Add delight tag to customer record on task completion
Add delight tag to customer record on task completion
Your completed surprise and delight tasks leave customer profiles untagged, causing missed rewards and shipping delays. Add tags automatically so CX and fulfillment can act same day.
Workflow preview:
Zap details:
Overview
When CX marks a surprise-and-delight task complete, the customer profile should update immediately so teams don't miss rewards or shipments. This flow tags the customer and logs the action, enabling same-day fulfillment and cleaner follow-up.