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Create contact from new contract row to marketing list

Create contact from new contract row to marketing list

Your new contract rows with unsynced contacts delay onboarding and billing. It creates the contact in your marketing list and formats birthdates for same-day welcome and invoicing.

Create contact from new contract row to marketing list

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Overview

Manual entry from contract records creates onboarding gaps and slows billing. This flow captures contacts as soon as a contract row appears, standardizes birthdates, and places contacts into your marketing list so campaign managers and billing can act the same day.

Create contact from new contract row to marketing list