Business owners: keep CRM contacts current when projects archive

Business owners miss CRM updates when projects are archived, leaving contacts active and client records stale. Notify operations and flag contacts as past client so CRM stays accurate.

Overview

Project archives often leave CRM contacts marked active, obscuring client status and risking stale pipelines for business owners. This workflow notifies operations and updates contact status to Past Client, eliminating missed updates and keeping CRM accuracy intact. Operations report clearer client lifecycles and fewer overlooked contact updates.

Notable Features

Notify operations when projects archive
Flag associated contacts as past client
Create an audit note in CRM