Add booked referral partner to community and pipeline

Your partner bookings miss community invites, pipeline updates, forcing manual outreach and delaying onboarding. Get automatic community invites and CRM updates so coordinators can prep same day.

Overview

When referral partners book onboarding, manual invites and pipeline updates create delays and extra work for coordinators. This flow captures the booking, invites the partner to your community, updates the CRM pipeline, and posts a handoff message so onboarding can act the same day.