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For IT: Add archived SSD clients to marketing lists

For IT: Add archived SSD clients to marketing lists

IT engineers managing CRM integrations see archived SSD clients missing from marketing lists, causing missed exit surveys and gaps in case feedback. It updates contacts and tags them for exit surveys.

For IT: Add archived SSD clients to marketing lists

Overview

Missed exit surveys create blind spots in client feedback and reduce the impact of post-project outreach. This workflow turns every archived SSD project into a tagged contact record with consent checks and traceability, enabling marketing and client teams to run targeted follow-up. IT gets predictable handoffs and fewer manual updates across systems.

Notable Features

  • Add or update contact records
  • Tag contacts for exit survey
  • Check consent before outreach

For IT: Add archived SSD clients to marketing lists