Reassign curated contact list to configured owner monthly

You lose track of contact ownership when curated lists sit idle, so follow-ups get missed. Reassign ownership monthly so follow-ups stay timely on the first business day.

Workflow preview:

Zap details:

Overview

When ownership blurs across curated contact lists, brokers miss timely follow-ups and deals cool off. This workflow automatically reassigns list members on the first of each month so your brokerage has clear ownership and immediate follow-up clarity.