Add funnel registrants to CRM and invite to community

Your funnel registrants are often unrecorded, causing delayed follow-up and missed onboarding opportunities. Add them to CRM and issue community invites so coordinators can begin nurture same day.

Overview

When funnel signups aren't captured, your campaign managers and community coordinators can't start timely nurture and onboarding. This flow logs each registrant into CRM and issues a community invite so teams can engage leads same day and reduce manual handoffs.