Copy expiry date to expiration field on contacts
Copy expiry date to expiration field on contacts
Your contact records contain inconsistent expiry dates for certifications, breaking renewal tracking. Keep expiration fields unified so coordinators can run renewals same day.
Workflow preview:
Zap details:
Overview
Inconsistent expiry fields slow renewal outreach and force coordinators to verify dates manually. This workflow consolidates expiry values into one canonical expiration field so your program coordinators can launch renewals and reporting the same day.