Add new client records to marketing contact list

New client signups sometimes never reach your contact list, stalling onboarding emails and nurture sequences. It adds and tags contacts so campaign managers can begin onboarding the same day.

Overview

When new client signups fail to reach your marketing system, onboarding and nurture fall behind and campaign managers end up running manual lists. This flow captures and tags every new client so your team can start onboarding campaigns the same day and avoid manual data entry.