Skip to content
Add paid community members to CRM and notify coordinators

Add paid community members to CRM and notify coordinators

Paid community enrollments lack contact records, causing missed welcomes and billing delays. They land in your CRM and team get a chat alert so coordinators onboard them before the next billing run.

Add paid community members to CRM and notify coordinators

Workflow preview:

Zap details:

Add paid community members to CRM and notify coordinators