Add members to CRM on level change for onboarding
Add members to CRM on level change for onboarding
When membership level changes aren't recorded in CRM, program coordinators lack contact context and onboarding stalls. Capture and route member details to CRM so coordinators can start setup same day.
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Overview
Unrecorded membership changes break onboarding flow and delay setup. This flow captures member details and pushes them into your CRM immediately so coordinators can begin welcome and setup the same day.