Create birthday mailing contacts from new CRM leads

Your CRM lead birthdays don't flow into the birthday mailing list, causing missed mailed touches and stale outreach. This adds each lead to the mailing audience so campaign coordinators keep mailed touchpoints current same day.

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Overview

Manual birthday exports create last-minute work and missed mailed touches for your agents; this flow sends every tagged lead to the birthday mailing audience and writes the mailing contact ID back into the CRM. Program coordinators and campaign managers can verify mailed contact assignments same day, ensuring scheduled mailings run on time.