Add new subscription signups to onboarding contact records

Your new subscriptions arrive without onboarding tags or start dates, leaving coordinators unsure who needs outreach. Get contacts updated, assigned, and ready for same-day onboarding outreach.

Overview

When paid subscriptions land without onboarding context, coordinators waste time tracking down start dates and plan details. This flow captures each subscription and upserts the customer into the New User Initiation pipeline so your team can complete welcome outreach the same day.