Keep coachee CRM status updated for coaching coordinators

Coaching coordinators miss coachee status from intake forms, causing scheduling gaps. Matching-question submissions update CRM, so coordinators can trigger next steps and prevent scheduling gaps.

Overview

Coaching coordinators lose momentum when intake responses don't surface in the CRM, creating scheduling gaps and frustrated participants. This workflow pushes matching-question completions into the coachee record and alerts coordinators, eliminating missed follow-ups and enabling faster handoffs to scheduling.

Notable Features

Update coachee CRM records
Notify coaching coordinators immediately
Trigger scheduling and next steps