Add new training clients to CRM and notify team
Add new training clients to CRM and notify team
New client registrations arrive without CRM records, leaving coordinators with incomplete contact context. It pushes contact details to your CRM and notifies coaches so onboarding happens same day.
Overview
When new training clients don't reach your CRM, intake and follow-up slow and onboarding slips. This flow captures each registration as a contact, forwards it to your lead system, and alerts staff so onboarding can be scheduled same day.