1.Monitor offboarding tag added
Integrate Keap and contact tracking tools to watch for a termination tag being added to a contact.
Create termination rows in central separation tracker sheet
Automatically monitor offboarding tag additions to contacts across Keap and Google Sheets. Create and update separation rows when termination tags are applied, so you can clean emails, look up HR context, and add formatted offboarding dates without manual reporting.
How this automation adds complete separation rows
When termination tags are applied but separation data is not standardized, HR processing slows down and tracker rows get out of sync. This automation cleans emails, looks up master context, formats offboarding dates, and adds a new row to your separation worksheet—so your team can process departures faster.
Keapor swap with your favorite app
2.Normalize and clean contact email
Integrate Formatter by Zapier and data cleaning tools to normalize email domains and clean the contact email.
Formatter by Zapieror swap with your favorite app
3.Lookup matching HR master row
Integrate Google Sheets and spreadsheet lookup tools to retrieve the matching HR master row by cleaned email.
Google Sheetsor swap with your favorite app
4.Format offboarding dates
Integrate Formatter by Zapier and date formatting tools to format Last Day of Work into D MMM YYYY.
5.Add separation row to tracker
Integrate Google Sheets and spreadsheet update tools to add a complete separation row to your configured worksheet.
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