Add closed-won clients to community and send welcome email

Your closed deals often lack community access and onboarding context, delaying first engagement. Enable instant invites and welcome emails so customers get access same day.

Overview

When deals close, onboarding momentum determines first impressions and retention; delays create extra support work and lost engagement. This flow adds closed deals to your member community, sends a welcome email, and tags customers for onboarding so sales ops and program coordinators can engage customers the same day.