Add new community members to CRM with tags

When community members join, your CRM may miss a linked profile or tag, causing access gaps. This records the member, tags them, and flags exceptions so access and outreach occur within minutes.

Overview

When someone joins your program, you need their CRM record and onboarding tag immediately so outreach and access checks happen without manual work. This flow links new members to the CRM, flags missing access, and creates a task for your program coordinator to resolve within minutes.