Update CRM contact from training quiz form responses
Update CRM contact from training quiz form responses
Your training form submissions don't populate contact profiles, leaving reps without placement or skill context. The workflow updates the contact record so reps and coordinators see current placement data within minutes.
Overview
When placement quiz responses never make it into the CRM, reps lack the context needed to prioritize outreach and program intake slows. This flow writes answers into the contact record so reps and coordinators see updated placement data within minutes and can act the same day.