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Create customer portal record and projects on signup

Create customer portal record and projects on signup

New plan signups without portal records leave projects invisible to staff and delay kickoff tasks. Get customer pages and project entries created for the team same day.

Create customer portal record and projects on signup

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Overview

When paid plan signups don't create portal pages, project setup stalls and creative work gets blocked. This flow builds the customer page, adds any submitted projects, updates your CRM record, and pings the creative channel so work can begin same day.

Create customer portal record and projects on signup