Update contact survey date from form submission into record
Update contact survey date from form submission into record
Your learner survey responses aren't linked to contact records, leaving coordinators without dates for follow-up. Populate survey dates into contacts so coordinators can act on results the same day.
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Overview
When survey responses aren't tied to contacts, coordinators waste time hunting for context and miss follow-ups. This workflow writes survey dates into contact records so project managers can prioritize outreach and act on results the same day.