Mark CRM contacts when they join your community
Mark CRM contacts when they join your community
Your community chat joins aren't captured in CRM, so new members miss campaign lists and outreach is mistimed. Keep contact records current so campaign managers can start outreach the same day.
Workflow preview:
Zap details:
Overview
When community joins aren't reflected in your CRM, segments stale and outreach misses new members. This workflow writes a membership flag to contact records as people join your community chat, so campaign managers can begin targeted outreach the same day.