Set CX survey send flag on CRM contact record
Set CX survey send flag on CRM contact record
Your intake webhooks lack a survey flag, leaving campaign managers unsure who should receive CX surveys. Flagging contacts for surveys lets you start outreach same day.
Overview
Intake events that fail to flag contacts for surveys leave campaign managers chasing data and risk duplicate outreach. This flow automatically flags eligible contacts and writes queued dates so your team can launch survey sends the same day with confidence.