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Update opportunity record when form opt-in is received

Update opportunity record when form opt-in is received

Your opportunity records often miss opt-in consent after form submissions, so reps sometimes call without recorded permission. Add the opt-in to the linked opportunity so reps see consent before outreach same day.

Update opportunity record when form opt-in is received

Overview

Opt-in answers from customer forms should be visible on opportunities so your reps never outreach without consent. This flow writes the opt-in into the linked opportunity and pings owners, so reps act with verified permission the same day.

Update opportunity record when form opt-in is received