Engineering: remove former members and keep CRMs accurate

Engineering marks nonrenewing contacts, leaving ex-clients with community access and stale CRM tags. A triggered workflow removes access and updates CRM and tracking rows, keeping membership records accurate.

Overview

When engineering leaves nonrenewing contacts active, organizations risk unauthorized access and time-consuming reconciliations. This workflow removes access and updates CRM and tracking rows so operations and community managers have a single, accurate membership source of truth. Fewer stale tags and clear audit logs reduce manual cleanup and access risks.

Notable Features

Remove community access immediately
Update CRM and tracking rows
Notify operations on removal failures