Add primary contact to onboarding sequence and notify owner
Add primary contact to onboarding sequence and notify owner
Your CRM notifications miss enrolling primary contacts into onboarding, leaving customers without welcome outreach. Enroll contacts and notify owners so welcome outreach runs before contract start.
Overview
When your CRM flags a primary contact, this flow enrolls them in the onboarding sequence and updates the CRM so owners have context. That prevents missed welcome messages and ensures onboarding outreach happens before contract start, reducing manual handoffs within hours.