Invite purchasers to onboarding and create contact record
Invite purchasers to onboarding and create contact record
Your purchase confirmations miss community invites and CRM entries, delaying onboarding and follow-up. It creates a contact, issues community access, and sends a booking email so onboarding starts same day.
Overview
When a buyer completes payment, this flow captures their record, grants community access, and logs the sale so onboarding coordinators can act without waiting for manual entry. That means welcome invites and a booking email are ready within minutes, enabling same-day onboarding and faster first-touch outcomes.