Invite community requesters and add them to CRM
Invite community requesters and add them to CRM
Unprocessed community request rows leave coordinators without member context, delaying onboarding. This captures requests, invites members, and creates contact records for same-day onboarding.
Workflow preview:
Zap details:
Overview
Stop letting community requests sit in a spreadsheet and slow onboarding; this flow turns each row into a contacted prospect and a community invite. Program coordinators can onboard members same day and campaign managers get ready-to-action leads for outreach.