Update participant record when new member joins community workspace
Update participant record when new member joins community workspace
Your community joins go unlogged, leaving managers without verified onboarding status for outreach. It timestamps and updates participant records so managers can act same day.
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Overview
When members join your community, you need participation reflected in the CRM so coordinators can deliver timely onboarding. This flow logs joins and updates participant records, giving community managers the verified context to act the same day.