Add new club signups to CRM and send links
Add new club signups to CRM and send links
Signups arrive without referral links or CRM context, causing missed outreach for membership coordinators. It captures signups and sends referral links so coordinators can follow up the same day.
Overview
When landing page signups arrive without referral links or CRM context, membership coordinators spend time chasing details instead of onboarding. This flow captures each signup into your CRM, generates a clean referral token, and delivers SMS and email links so members get their referral kit the same day.