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Create or update member records and trigger outreach

Create or update member records and trigger outreach

Membership submissions arrive without CRM matches, leaving coordinators unsure of outreach history. It updates or creates membership records and triggers the revival flow, so outreach is ready that day.

Create or update member records and trigger outreach

Overview

When incoming contact payloads lack CRM context, program coordinators waste time and miss revival windows. This flow standardizes phone matching, updates or creates member records, and fires the correct revival flow so outreach-ready records exist within minutes.

Create or update member records and trigger outreach