Add new community members to CRM with opt-in
Add new community members to CRM with opt-in
Community signups aren't reaching your CRM, leaving coordinators without contact context or outreach consent. Capture each member and SMS consent so your team can begin compliant outreach same day.
Overview
If community members aren't added to your CRM, outreach lags and consent is hard to verify. This flow captures each member and records SMS consent so campaign managers can run compliant outreach the same day.