Enroll marketing contacts into onboarding lists

Marketing coordinators fail to add contacts when deals enter onboarding, causing missed welcome messages and lower activation. Contacts enroll on stage change so campaign managers start onboarding.

Overview

Missed onboarding emails reduce activation and create inconsistent customer experiences. This workflow enrolls contacts the moment a deal enters onboarding so campaign managers start targeted onboarding reliably and missed first-touch messages are eliminated.

Notable Features

Add contacts to onboarding lists
Enrich contact records before subscribing
Notify campaign managers on enrollment