Update membership status when wallet pass is installed
Update membership status when wallet pass is installed
You lose visibility when members install wallet passes without CRM updates, delaying onboarding and campaign targeting. Membership records stay current so staff can act on installs the same day.
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Overview
When wallet installs don't sync back to the CRM, membership managers and campaign teams lack live enrollment visibility and onboarding stalls. This workflow marks members as installed in the CRM automatically so staff see status and can act the same day.