Create onboarding member row from tag event now
Create onboarding member row from tag event now
Your onboarding roster is missing entries when CRM tags mark members ready, leaving coordinators without enrollment context. New rows and a sync deliver welcome sequences and access same day.
Workflow preview:
Zap details:
Overview
Tagged contacts should become actionable enrollments, not orphaned entries. This flow turns onboarding-ready tags into sheet rows and enrollment calls so program coordinators can complete welcome sequences and grant access the same day.