Add paid invoice clients to welcome contact pipeline
Add paid invoice clients to welcome contact pipeline
You lose onboarding momentum when paid invoices aren't routed into your welcome contacts. Get contacts into the pipeline and trigger welcome messaging same day.
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Overview
Paid invoices should immediately feed onboarding so campaign managers can act while momentum is high. This flow captures paying clients, tags them by purchased services, and places them into your welcome pipeline so teams can send onboarding messages the same day.