Update contact with post-consult feedback and store note
Update contact with post-consult feedback and store note
Your post-consult feedback forms leave client sentiment untracked, making it hard to prioritize follow-ups. Keep contact records current so project coordinators act on feedback the same day.
Workflow preview:
Zap details:
Overview
Post-consult survey responses are critical context for scheduling next steps and prioritizing resources; when they sit in forms they go unused. This flow captures each submission, writes a testimonial row, and enriches the contact record so project coordinators can act on feedback the same day.