Keep business owners notified when opt-ins enter onboarding

Business owners see new opt-ins stall and miss onboarding, losing early engagement. Send invites when contacts enter Opt-in so marketing begins onboarding and first contact happens.

Overview

Uninvited opt-ins create missed engagement and weaken momentum in your marketing funnel. This workflow ensures every contact who hits the Opt-in stage receives a community invite and a marketing notification, enabling faster handoffs and zero missed invite opportunities.

Notable Features

Invite contacts on stage change
Add opt-ins to onboarding list
Notify marketing owners of enrollments