Create partner CSAT record and flag contact complete
Create partner CSAT record and flag contact complete
Your partner satisfaction form responses aren't added to CRM, leaving survey history missing for follow-up. It creates a survey record and flags the contact so account managers can act same day.
Overview
When partner survey answers never make it into CRM, account managers lose context and follow-ups stall. This flow captures every updated response as a CRM survey record, updates the contact completion date, and raises an internal task on failures so reps can follow up same day.