Marketing ops: keep CRM training dates current from form responses

Marketing ops lose onboarding visibility when training form responses aren't recorded, causing outdated campaign segments and missed follow-ups. Ensuring segmentation accuracy for timely nurture.

Overview

Missed onboarding responses leave marketing ops reacting to stale segments and lost follow-ups. This workflow routes every training response into the CRM training date field so coordinators can run timely, targeted nurture — teams report faster response times and cleaner segmentation after rollout.

Notable Features

Update CRM training date field
Match responses to contact records
Trigger segmented nurture flags