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Add new field service customers to marketing contacts

New field service customers not reaching marketing leave welcome campaigns cold. You get consistent contact records so campaign managers can send welcomes same day.

Add new field service customers to marketing contacts

Overview

New customers from field ops often never surface in marketing, leaving welcome messages inconsistent and manual handoffs. This flow captures each new customer and populates your marketing contacts immediately, so campaign managers can send welcomes and schedule outreach same day.

Add new field service customers to marketing contacts