Skip to content
Templates
IT: Keep CRM consent flags updated and compliant

IT: Keep CRM consent flags updated and compliant

IT admins see survey opt-ins missing from the CRM, risking non-consensual marketing sends. This flow updates CRM consent flags from forms so marketing and sales only message opted-in contacts.

IT: Keep CRM consent flags updated and compliant

Overview

Unchecked survey opt-ins open marketing and sales to non-consensual outreach and compliance gaps. This workflow ensures consent flags flow into the CRM so marketing coordinators and sales reps only message opted-in contacts, closing a key privacy gap and reducing missed opt-outs.

Notable Features

  • Update CRM consent flags
  • Filter form responses for opt-ins
  • Alert marketing and compliance teams

IT: Keep CRM consent flags updated and compliant