Add new accounts to welcome series and CRM

New account signups without segmentation delay welcome emails and leave onboarding teams without context. Add contacts to a welcome journey and auto-create an onboarding deal so teams can act same day.

Workflow preview:

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Overview

Stop manual handoffs between marketing and sales: new account rows are added directly to your welcome journey and an onboarding deal is created in the CRM. That gets campaign managers and onboarding coordinators actionable contacts and a follow-up deal to work on the same day.