Help program associates keep participant CRM profiles current

Program associates mark survey rows ready in spreadsheets but miss CRM updates, causing delayed outreach and incomplete reports. Updates flow into CRM so staff can segment and follow up faster.

Overview

Program associates risk missed outreach and incomplete reporting when survey updates don't land in the CRM. This workflow converts spreadsheet 'ready' flags into contact updates so participant profiles and completion statuses stay accurate and staff can segment and follow up faster, eliminating operational gaps and improving reporting reliability.

Notable Features

Update CRM records from spreadsheet
Notify program staff on change
Validate contact matches before update