Keep referral appointment dates updated for marketing ops

Marketing ops at IT firms miss kickoff dates when deal updates don't hit referral records. Copies appointment dates to referral records when deal stage changes so schedulers see current bookings.

Overview

Missed or mismatched kickoff dates stall onboarding and frustrate clients. This workflow writes appointment dates from moved deals into referral records on stage change, eliminating manual reconciliation and giving schedulers current bookings so handoffs happen reliably.

Notable Features

Write appointment dates to referral records
Format dates into consistent CRM fields
Notify schedulers and operations on updates