Add tagged community members to your intake spreadsheet
Add tagged community members to your intake spreadsheet
You miss paid community signups when CRM tags aren't recorded, delaying access for your community manager. It logs name, email and payment time to an intake sheet so the team can grant access same day.
Overview
When members are tagged in your CRM, they need access immediately so listeners stay engaged and hosts can welcome them. This flow captures member details and payment timestamps into your intake sheet so access gets granted and welcome messages go out same day.