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Create broker contact and add to CRM lists

Create broker contact and add to CRM lists

Your portal broker signups are inconsistent, delaying onboarding and access to sales boards. It creates a full contact, joins mailing lists, and alerts coordinators so onboarding finishes same day.

Create broker contact and add to CRM lists

Overview

When a broker signs up through your portal, this flow automatically creates a complete contact record, subscribes them to the right lists, and logs the registration for the sales team. That means coordinators get the context and notifications they need to onboard and assign projects the same day.

Create broker contact and add to CRM lists