Update participant sheet rows when contact stage changes
Update participant sheet rows when contact stage changes
Your retreat participant sheet falls out of sync when contact workflow stages update in CRM, leaving coordinators without accurate attendee/payment context. You see updated attendee statuses same day.
Overview
When CRM stage changes don't reach your attendee tracker, coordinators miss payments and check-ins. This flow writes stage updates into the participant sheet so program coordinators see accurate statuses and act on them the same day.