Add approved sign-ups to CRM and welcome lists
Add approved sign-ups to CRM and welcome lists
Your community sign-ups stall after GDPR approval, causing manual updates and missed welcomes. It adds approved sign-ups to CRM, mailing lists and regional sheets so managers can onboard members same day.
Overview
When GDPR approval arrives, approved sign-ups must flow into your CRM and outreach systems so community managers can act. This workflow moves members into CRM and mailing lists and alerts staff, getting welcome outreach out same day.