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Update contact access status and enroll in workflow

Update contact access status and enroll in workflow

Your access approval conversations aren't linked to CRM, leaving approved contacts unenrolled and delaying onboarding. This updates access status and enrolls contacts so onboarding comms start same day.

Update contact access status and enroll in workflow

Overview

Tagged access approvals should immediately flow back to CRM so your program coordinators can act without waiting for manual updates. This flow updates contact status and enrolls approved profiles so onboarding communications kick off same day.

Update contact access status and enroll in workflow