Add new client to onboarding email list automatically

Your new client records often have inconsistent phone formatting and miss onboarding messages. Add them to your onboarding list automatically so coordinators can start outreach same day.

Overview

When new clients aren't added to your email CRM with normalized phone numbers, onboarding outreach stalls and coordinators waste time cleaning records. This flow captures each new client, formats contact phones, and adds them to the onboarding list so coordinators can start outreach same day.