Send day-0 welcome and log onboarding event to CRM

Your participant records change stage without immediate outreach, causing onboarding delays and unclear next steps. Get the Day-0 welcome and CRM log so coordinators can act same day.

Workflow preview:

Zap details:

Overview

When a participant moves into your post-purchase stage, you need immediate outreach and a clear audit trail. This flow sends the Day-0 welcome, logs the contact, notifies the team, and schedules follow-up so coordinators can start onboarding the same day.