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Create new customer record and notify your team channel

Create new customer record and notify your team channel

You receive first purchases without a central contact record, delaying onboarding and billing. It creates a person record and notifies program coordinators so follow-up happens same day.

Create new customer record and notify your team channel

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Overview

When first-time bookings don't populate your people tracker, onboarding and billing stall and coordinators scramble. This flow captures each new customer into your people database and pings program coordinators so handoffs and invoicing start same day.

Create new customer record and notify your team channel