Add deal contacts to onboarding mailing list for nurture
Add deal contacts to onboarding mailing list for nurture
You move deals into onboarding but contacts aren't added to the marketing list, causing fragmented outreach. This subscribes the contact to the onboarding list so campaign managers can start welcome messaging.
Overview
Deals that enter onboarding often miss timely welcome outreach because contacts aren't always added to marketing lists. This flow auto-subscribes the deal contact to the onboarding list and records the subscriber ID on the deal, so campaign managers can launch welcome messaging within minutes.