Remove deactivated accounts from community and notify team
Remove deactivated accounts from community and notify team
Your community lists fall out of sync when CRM accounts deactivate, causing mistaken access and outreach. Members are removed and staff are alerted so rosters are accurate within minutes.
Overview
When accounts are marked deactivated in the CRM, your community roster must follow or reps risk contacting churned customers. This flow removes deactivated members and posts a team alert so account managers see the change and rosters are accurate within minutes.