Skip to content

Update contact record with activation link for onboarding

Site registrations include activation links that never reach CRM contacts, leaving reps without access. It copies the activation URL into the CRM contact so coordinators can finish setup same day.

Update contact record with activation link for onboarding

Workflow preview:

Zap details:

Overview

Stop onboarding slowdowns by ensuring activation URLs from site registrations are visible in the CRM the moment a user signs up. Onboarding coordinators and account managers can complete setup and grant access same day, cutting manual lookups and follow-up.

Update contact record with activation link for onboarding