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Create CRM contact and support case from signup

Create CRM contact and support case from signup

HOA signup forms lack CRM context, leaving marketing ops to manually collect onboarding details and delay activations. It creates a CRM contact and support case so onboarding can begin same day.

Create CRM contact and support case from signup

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Overview

Forms coming into marketing should instantly convert into CRM records and an onboarding ticket so nothing slips through. This flow matches or creates the contact and opens a support case, enabling the team to start onboarding within minutes and avoid manual data handoffs.

Create CRM contact and support case from signup