Keep customer support opt-outs updated in CRM records

Customer support ops miss opt-outs from forms, causing agents to message opted-out contacts and creating compliance risk. It marks opt-outs on the contact record so follow-ups stop outreach.

Overview

Opt-outs left unrecorded expose support ops to compliance risk and customer escalations. This workflow ensures form opt-outs flow into your CRM and the audit log, so follow-ups never reach opted-out contacts and manual remediation is eliminated.

Notable Features

Update CRM contact preferences on submit
Prevent outreach to opted-out contacts
Notify support agents of preference changes