Create CRM contacts from new membership level signups
Create CRM contacts from new membership level signups
Membership signups are not creating CRM profiles, leaving campaign managers without targeting context. This adds members to the CRM so managers have accurate subscriber status the same day.
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Overview
When members join paid tiers, CRM records must reflect that immediately or campaigns and billing fall out of sync. This flow pushes new members into the CRM within minutes so campaign managers can target subscribers and ops can reconcile billing the same day.