Create membership deals from new app submissions today

Your membership applications arrive without CRM deals, leaving expected close dates and owners unset. Coordinators receive created deals with expected close dates so owners can be assigned same day.

Overview

When membership applications come in without CRM records, owner assignment and onboarding stall and coordinators waste time reconciling entries. This flow creates deal records with expected close dates and routes exceptions so coordinators can assign owners and begin onboarding the same day.