Send birthday alert and set next reminder date

Your CRM leads lack birthday context, so reps miss timely personal outreach. The workflow notifies your team and writes a next-year reminder date in the CRM same day.

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Overview

Birthday context is an underused personal touch that drives real connection with prospects; this flow ensures those moments reach your reps immediately and records the next reminder date in the CRM. With alerts posted same day, account managers can act on warm outreach opportunities before they cool.