Update export tracker when contact reaches connected stage
Update export tracker when contact reaches connected stage
Your export tracker goes stale when contacts reach Connected without a recorded export, delaying intake and reconciliation. It updates the tracker so project teams can begin onboarding the same day.
Workflow preview:
Zap details:
Overview
Unrecorded connection exports cause intake delays and force project teams into manual reconciliation. This flow marks tracker rows as soon as contacts reach the configured stage, so project managers have verified exports and can begin onboarding the same day.