Send onboarding invite and log preboarding ID for contacts

Your inbound contacts miss onboarding invites and preboarding records, delaying handoffs for coordinators. New contacts get the invite and a preboarding record so coordinators can act within minutes.

Overview

When inbound leads join a campaign list, onboarding stalls without an immediate invite and tracking record. This flow sends the invite and provisions a preboarding record so campaign managers and onboarding coordinators can act on new contacts within minutes.