Add membership lead to CRM and marketing lists

Your web sign-ups arrive without unified contact records, causing missed follow-up and billing delays. They are added to CRM, marketing lists, and an ops sheet so reps can act same day.

Overview

Web sign-ups often arrive without unified records, delaying outreach and billing handoffs. This flow ensures every membership lead is logged to your ops sheet, created in CRM, and added to marketing so reps can contact prospects and resolve billing items same day.