Create new subscriber records and start onboarding flow
Create new subscriber records and start onboarding flow
Your subscription signups land in billing without onboarding context, causing delayed access and unsigned waivers. It adds subscribers to CRM, sends the waiver, and logs them for coordinators same day.
Workflow preview:
Zap details:
Overview
When subscriptions hit billing, onboarding needs to start immediately — not be held up by manual entry. This ties billing to CRM, waiver delivery, and ops tracking so coordinators can provision access and begin welcome outreach same day.