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Update contact cohort and code fields from CRM group assignment

Program group assignments don't reach marketing contacts, causing cohort mismatches and poor targeting. Keep cohort and code fields current so campaign managers can target lists within minutes.

Update contact cohort and code fields from CRM group assignment

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Overview

When program cohort assignments don't flow into your marketing system, campaign lists become inaccurate and outreach loses intent. This workflow pushes group assignments into marketing contact fields so project and campaign managers see cohort and code updates within minutes, enabling precise segmentation ahead of sends.

Update contact cohort and code fields from CRM group assignment