Keep marketing ops client records updated with program sends

Marketing ops coordinators miss program send events in client records, causing follow-ups to be overlooked. This flags the record with a sent marker and timestamp so CSMs can begin outreach promptly.

Overview

When program sends don't land on client profiles, CSMs lose visibility and outreach opportunities slip. This flow writes a sent flag and timestamp to client records and notifies CSMs, eliminating missed follow-ups and enabling faster handoffs.

Notable Features

Flag client records with timestamp
Update CRM record sent status
Notify CSMs for timely follow-up