Skip to content

Deactivate orphaned training user accounts and update CRM

Orphaned training users not in CRM cause outreach errors and license drift. It reconciles accounts, updates CRM when possible, and deactivates orphans so program managers have clean weekly data.

Deactivate orphaned training user accounts and update CRM

Workflow preview:

Zap details:

Deactivate orphaned training user accounts and update CRM