Keep enterprise profiles current from all form submissions

Operations coordinators get part-two org submissions that leave profiles stale and stall onboarding. It updates the enterprise sheet so account and onboarding teams share a single consolidated record.

Overview

Operations coordinators waste time reconciling stale organization profiles and onboarding stalls. This workflow keeps the enterprise profile sheet current so account and onboarding teams start from a single source of truth, eliminating manual updates and reducing reconciliation backlogs.

Notable Features

Update enterprise sheet on submission
Match and update existing records
Notify account and onboarding teams