Keep business owner's client tracker updated with new users

Business owners miss new app users during manual intake, causing onboarding and rewards gaps. Zapier records each user in a centralized client tracker, so operations and the owner start follow-up.

Overview

Manual intake leaves onboarding and rewards tracking fragmented, risking missed contacts and frustrated customers. This workflow logs every new app user into a central client tracker, eliminating missed contacts and enabling faster handoffs so operations can begin onboarding smoothly.

Notable Features

Create centralized client tracker entries
Format and clean email addresses
Notify owner and operations team