Keep CRM contact access flags current after onboarding

Operations coordinators lose product access flags when after-onboarding forms don't update CRM, causing entitlement checks to fail. This flow updates contact fields for reliable follow-up.

Overview

Operations coordinators risk failed entitlement checks and stalled handoffs when onboarding responses don't reach the CRM. Zapier keeps contact product flags and onboarding dates current, eliminating manual updates so operations and customer success run reliable entitlement checks and timely follow-up.

Notable Features

Update contact product access flags
Format and set onboarding dates
Notify operations and customer success