Update counseling session status to shared ops tracker
Update counseling session status to shared ops tracker
When counseling records update in your CRM, your program coordinators miss details and follow-up context. Keep the shared ops sheet current so coordinators can act on completions same day.
Workflow preview:
Zap details:
Overview
Out-of-sync counseling completions make it hard for coordinators to prioritize outreach or report on program progress. This flow mirrors CRM session updates into the shared ops sheet the moment status flips so campaign managers and program coordinators have full context and can act same day.