Understand the trigger
Write down the exact event that starts the workflow. Distinguish a new contact from an updated contact so changes do not unexpectedly enroll someone again.
Check the field mapping
Map the phone number, name, and any required date fields. Check the formats expected by both tools. Keep consent information with the contact and use the correct audience filters.
Run a full test
Create a dedicated test contact using a number you control. Trigger the event once and inspect the resulting contact and message.
Check what happens if a field is missing or an action fails. Decide who will review failures before you enable the workflow for a real audience.
