Create new coach contact records from intake webhooks
Create new coach contact records from intake webhooks
New coach signups arrive without central contact records, forcing sales ops into manual entry and delayed outreach. Automatically add contacts so coordinators and reps can start outreach within minutes.
Overview
When incoming coach signups don't make it into your contact book, reps and coordinators waste time on manual entry and miss first-touch windows. This flow creates and routes coach contacts automatically so sales ops can assign onboarding and trigger outreach the same day.