Add new subscribers to onboarding workflow for reps
Add new subscribers to onboarding workflow for reps
New subscription records don't create CRM enrollments, leaving reps without onboarding context and delaying outreach. Enroll those customers into onboarding so reps act same day.
Overview
When paying subscribers slip past your CRM onboarding, reps lose momentum and onboarding stalls. This flow captures each new subscription, ensures a contact exists, and enrolls the customer so onboarding coordinators and reps have context and can act the same day.