1.Monitors product purchase
Integrate ThriveCart and reporting tools to trigger on each completed purchase and pass buyer fields into your workflow.
Send enrollment terms and update student status in CRM
Automatically monitor ThriveCart product purchases across ThriveCart and your CRM stack. Send enrollment terms and update student status when purchases complete, buyer email arrives, or payments confirmβso you can route leads to onboarding, update CRM stages, and start the right sequence without manual enrollment follow-up.
How this automation updates student status
When a paid program purchase completes, enrollment details can sit in inboxes and cause delays. This automation records sales, updates CRM enrollment status, sends the correct terms of enrollment, and starts onboarding tagsβso your team can move students forward without manual follow-up.
ThriveCartor swap with your favorite app
2.Finds pricing and revenue mapping
Integrate Google Sheets, pricing sheets, and analytics tools to look up product pricing rows and determine deposit versus full-payment fields.
Google Sheetsor swap with your favorite app
3.Finds or updates lead status
Integrate Close and CRM workflows to search by buyer email and update enrollment status with the purchase date note.
Closeor swap with your favorite app
4.Sends terms of enrollment
Integrate SignRequest and template messaging to send the Terms of Enrollment to the buyer and include purchase context.
SignRequestor swap with your favorite app
5.Adds onboarding tag or sequence
Integrate Kit and nurture sequences to tag the buyer in the subscriber record so onboarding communications begin.
Kitor swap with your favorite app
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Explore all student enrollment management automations
Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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