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Update and tag workshop attendee leads from dated roster

Update and tag workshop attendee leads from dated roster

Your workshop roster lives in dated sheets and requires manual CRM matching, leaving attendee status inconsistent. It tags matched leads and updates attendance flags so reps can follow up same day.

Update and tag workshop attendee leads from dated roster

Overview

Manual matching of dated attendee lists eats rep time and delays outreach; this flow turns a browser push of a workshop date into CRM updates, tagging attendee leads automatically. That means reps and coordinators see attendance flags and can start outreach same day.

Update and tag workshop attendee leads from dated roster