Send birthday gift when contact receives a birthday tag

Birthday-tagged contacts can fall through manual steps, leaving client outreach inconsistent. The workflow sends a personalized digital gift to the contact so you preserve goodwill same day.

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Overview

Birthday tags are easy to add but often don't trigger timely outreach, so relationships cool and opportunities fade. This flow sends a personalized digital gift within minutes of tagging and logs the activity on the contact record, preserving client goodwill same day.