Keep marketing ops CRM welcome flag updated from sheets
Keep marketing ops CRM welcome flag updated from sheets
Marketing ops watch sheet welcome flags go stale, causing onboarding coordinators to miss follow-ups and mis-target recipients. It keeps CRM welcome status accurate so onboarding and marketing coordinate follow-ups without manual checks.
Overview
Out-of-date welcome flags lead onboarding to miss follow-ups and cause mis-targeted messaging. This workflow reflects sheet changes in CRM contact welcome flags, eliminating manual checks and ensuring marketing and onboarding act on accurate recipient status.
Notable Features
- Update CRM welcome flags on change
- Deduplicate contacts by email before update
- Notify onboarding of status changes