Move clients to tour list when stage changes
Move clients to tour list when stage changes
When a project advances to the tour stage, your client records can remain on incorrect marketing lists and trigger wrong messages. Clients then receive the right tour communications same day.
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Overview
When a project moves into the tour stage, this flow automatically updates contact subscriptions so marketing managers stop sending irrelevant nurture emails. That transformation keeps tour messaging accurate and ensures clients receive correct communications same day.