Add new coaching call contacts to marketing lists

When coaching call bookings arrive, attendee contacts often miss marketing lists, delaying CSAT surveys and follow-up. You get same-day survey delivery and faster follow-up.

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Overview

Missed attendees in your marketing lists means late CSAT surveys and weaker post-call engagement. This workflow turns each booking into a contact, waits until the session finishes, and applies a CSAT tag so surveys go out same day and follow-ups happen before the next business day.