Add learner records to CRM from sheet updates
Add learner records to CRM from sheet updates
Your learner sheet rows can leave contacts untagged and new enrollees out of campaigns. The flow marks learners live in CRM so campaign managers can act the same day.
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Overview
Enrollment sheets often leave new learners untagged, which hurts segmentation and outreach. This flow ensures updated rows become or update CRM contacts and are marked live so campaign managers can begin targeting new enrollees the same day.