Invite new paid members into community and update CRM
Invite new paid members into community and update CRM
Your member onboarding stalls when lifecycle updates fail to send community invites, leaving new members uninvited. You get invites and CRM flags so members are onboarded same day.
Overview
When lifecycle flags flip to Member but invites aren't sent, community onboarding stalls and staff spend time on manual invites. This workflow sends invites, assigns access groups, and writes invite status back to CRM so community managers can onboard members same day.