Add tagged contacts to trial community and CRM

Your trial signups tagged in Keap lack community access and CRM records, which delays onboarding. Invitations and CRM entries are created so program coordinators can onboard the same day.

Workflow preview:

Zap details:

Overview

You need trial participants visible and reachable the moment they opt in so momentum isn't lost. This workflow captures tagged trial contacts, invites them into your community, and logs their start date so coordinators can begin outreach the same day.