Update coaching and course expirations in CRM records
Update coaching and course expirations in CRM records
You have inconsistent coaching and course access dates on contact records after enrollment, so coordinators can't verify access. The workflow calculates expirations and updates contact records same day.
Workflow preview:
Zap details:
Overview
For IT teams owning enrollment integrations, this flow eliminates manual date fixes and keeps CRM access fields authoritative across programs. Program coordinators see accurate expirations same day, and operations stops triaging avoidable date errors.