Keep Sales ops CRM verified with instructor account emails
Keep Sales ops CRM verified with instructor account emails
Sales ops lack verified timestamps when instructor account emails go unprocessed, leaving account managers unsure of onboarding status. It updates the CRM contact so managers see verified timestamps.
Overview
Sales ops risk stalled instructor onboarding when verification timestamps are missing from contact records. This workflow writes the Platform Account Verified Date to CRM contacts as emails arrive, eliminating missing verification data and ensuring account managers always see verified timestamps when starting onboarding.
Notable Features
- Update contact verified date
- Match platform emails to contacts
- Notify sales ops on failures