Update CRM and notify team on expired license
Update CRM and notify team on expired license
Your facilitator license expirations aren't tracked centrally, so badges and deal stages often remain outdated. It alerts coordinators and updates CRM contact and deal records the same day.
Overview
Left unchecked, expired facilitator licenses create compliance gaps and manual work for program coordinators. This flow captures expirations, alerts your licensing channel, and updates CRM contact and deal records so badges are removed and records corrected the same day.