Create client records and welcome drafts from payments
Create client records and welcome drafts from payments
You take online client payments and need paid bookings logged in your CRM so coordinators see intake details. It creates or updates client records and drafts a welcome email for same-day onboarding.
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Overview
When paid bookings aren't captured, onboarding bottlenecks and coordinators lack context. This flow records each paid booking in your CRM and prepares a ready-to-send welcome draft, so your team can begin onboarding same day and reduce manual follow-up.