Add new community members from contact profile updates
Add new community members from contact profile updates
Your contact updates don't register community opt-ins, creating onboarding delays. The workflow adds opted-in contacts to the configured onboarding space so coordinators can begin engagement same day.
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Overview
When opted-in contacts aren't added to your community, onboarding momentum stalls and coordinators lack context. This flow enrolls opted-in contacts into the onboarding space and records membership back to CRM so your team can begin outreach the same day.