Add new community signups to CRM and tasks
Add new community signups to CRM and tasks
You get signups for free resources without linked CRM records, leaving leads unassigned and outreach delayed. Leads are added and given a follow-up task so coordinators can act same day.
Overview
Stop letting community signups sit untracked — this flow converts each submission into a CRM contact, a reporting row, and an assigned follow-up task. Program coordinators get prioritized leads and same-day outreach readiness.