Keep opportunity travel details updated for data scientists

Data scientists find opportunity records missing travel fields, causing last-minute logistics errors. Updating the opportunity when contracts are submitted ensures ops and enrollment see travel status.

Overview

Missing travel details in opportunity records create last-minute operational chaos and inaccurate program forecasts. This Zapier workflow pushes submitted travel contracts into the CRM and notifies operations and enrollment, preventing last-minute logistics errors and keeping data science teams' datasets reliable for forecasting.

Notable Features

Update opportunity records from forms
Flag missing travel and contract fields
Notify operations and enrollment teams