Add buyers to CRM and invite to community
Add buyers to CRM and invite to community
You miss timely onboarding when course purchases aren't added to your CRM and community system. This adds buyers, tags their product and sends community invites so members get access same day.
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Overview
When buyers aren't added to your CRM, onboarding and community invites slip and customers don't get immediate access. This workflow captures each purchase, enriches the contact, tags product entitlements, and triggers community invites so members receive access same day.