Create member records and notify team on payment
Create member records and notify team on payment
Your membership payments aren't linked to member records, so companies stay unmarked and onboarding stalls. Mark records and send welcome emails so coordinators can onboard within the same day.
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Overview
Late or missing payment flags create manual work and slow onboarding; this flow turns a successful payment into a marked member record and an updated CRM record. By making payments update records and triggering welcome outreach, coordinators can start onboarding the same day and reduce follow-up overhead.