Keep operations coordinators' onboarding attendance updated in CRM

Operations coordinators miss onboarding attendance when sessions aren't logged, leaving engagement histories incomplete and delaying CSM follow-up. Records update so CSMs can prioritize outreach.

Overview

Missed onboarding attendance leaves CSMs blind to customer engagement and risks slower activation. This workflow ensures attendance lands in the customer profile so CSMs can prioritize outreach and prevent missed follow-ups.

Notable Features

Record attendance to customer profiles
Add session details as traits
Notify CSMs of first-time attendees