Set contact onboarding status when CRM tag is applied
Set contact onboarding status when CRM tag is applied
Your CRM onboarding tags don't reach marketing records, leaving athlete onboarding audiences stale. Keep onboarding status accurate for targeted outreach and reporting within minutes.
Overview
When CRM onboarding tags don't appear in marketing, athletes miss timely welcome sequences and program coordinators lack readiness context. This flow reflects onboarding status across systems within minutes, giving campaign managers accurate segments for immediate outreach and reporting.