Update customer onboarding status from webinar signups now

Your webinar signups aren't linked to customer profiles, leaving onboarding reps without context for kickoff calls. It keeps onboarding traits current so reps can prioritize outreach same day.

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Overview

When webinar signups don't appear on account records, onboarding reps lack context and outreach is delayed. This flow writes each qualifying registration into the customer's onboarding traits so coordinators see engagement and act the same day.