Update user member enrollment date on profile records
Update user member enrollment date on profile records
Your academy member signups lack enrollment dates in profiles, leaving agents without onboarding context. Add the enrollment date to each user profile so agents get context within minutes.
Workflow preview:
Zap details:
Overview
When new members accept enrollment, their profiles should reflect that immediately so agents and engagement managers can personalize outreach. This flow removes manual updates and delivers enrollment context to the profile within minutes, improving first-touch readiness.