Add paying subscribers to CRM and subscriber sheet
Add paying subscribers to CRM and subscriber sheet
Your paid subscriptions may arrive without CRM records, stalling onboarding and missing targeted offers. Create leads and update the subscriber sheet so campaign managers can start onboarding same day.
Overview
When paid subscriptions don't create leads, onboarding stalls and campaign managers can't launch welcome journeys. This flow captures each paying subscriber as a lead, updates your subscriber sheet, and surfaces the event to ops so onboarding can start same day.