Business owner: keep partner contacts current from forms

Business owners lose outreach when breakthrough reports go stale, causing missed follow-ups. Mirror each new form response into partner contact records so ops and sales act on current info.

Overview

Stale partner records stall outreach and create reporting gaps for operations. This workflow mirrors breakthrough report answers into CRM contacts so ops and sales act on current information, and teams report fewer manual updates and faster handoffs.

Notable Features

Update partner contact fields on submission
Find and match existing contacts
Notify ops and sales on changes