Add paying member records to your contact list
Add paying member records to your contact list
New subscriptions can arrive without synced contact entries, stalling onboarding and missing welcome messages. It creates or updates the member contact so coordinators can begin onboarding same day.
Overview
Paying members should be ready for onboarding the moment they subscribe. This workflow captures paid subscriptions and creates or updates member contacts automatically, so membership coordinators can begin onboarding same day and avoid missed welcome outreach.