Create onboarding contact and send welcome email to client

Your onboarding form answers aren't creating CRM contacts or owners, leaving coordinators with no client context. It creates the contact, assigns an owner, adds notes, and sends welcome email same day.

Overview

Stop onboarding form entries from stalling in email threads and spreadsheets; this workflow converts each submission into a contact, assigns the right owner, logs onboarding notes, and sends a welcome email. Coordinators and sales managers receive a ready record for same-day handoff.