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Add new CRM contacts to community chapter group

Your new contact records with chapter and email sometimes don't reach the member community, leaving coordinators without profiles. Add members automatically so coordinators can start outreach same day.

Add new CRM contacts to community chapter group

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Overview

When contacts arrive with chapter data but aren’t added to your community, coordinators spend time chasing missing members and onboarding stalls. This flow adds qualified contacts to the correct chapter within minutes, so coordinators can begin outreach and onboarding the same day.

Add new CRM contacts to community chapter group