Add new member signups to CRM with origin tags

New member signups often lack referral origin or phone, leaving community managers unable to personalize outreach. Capture origin and phone into CRM so your team can start outreach same day.

Overview

Missing referral origin or phone on new signups makes personalized outreach and class confirmations slow and manual. This flow enriches CRM profiles and tags contacts so community and marketing staff can segment and begin outreach the same day.