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Create CRM contacts from new signups and notify support

Create CRM contacts from new signups and notify support

You miss new site signups when they only appear in scheduling, leaving no CRM record for outreach. This flow creates contact records and alerts support and campaign managers within the hour.

Create CRM contacts from new signups and notify support

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Overview

When new signups sit only in scheduling, outreach stalls and campaigns suffer. This workflow turns hourly signups into CRM contacts and sends an alert to support and campaign managers within the hour, enabling faster follow-up and cleaner lists.

Create CRM contacts from new signups and notify support