Add new partner registrations to a central partner database
Add new partner registrations to a central partner database
Partner form submissions often arrive untracked, leaving managers without contact or property details. The workflow captures records and alerts staff so outreach begins same day.
Workflow preview:
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Overview
Untracked partner signups create delays and missed outreach opportunities. This workflow captures each submission into a single partner record, adds the contact to your marketing audience, and pings partnership managers so outreach happens the same day.