Add new subscriber to CRM and assign task
Add new subscriber to CRM and assign task
Your subscription signups bypass the CRM and land without contact context, so reps can't prepare for onboarding. Create the contact and assign an onboarding task so customers are engaged same day.
Overview
New paying subscribers should become actionable CRM records immediately, not a backlog item. This flow captures each subscription as a contact and creates an onboarding task so reps can follow up same day and start the onboarding conversation without manual steps.