Add course buyers to CRM and grant access
Add course buyers to CRM and grant access
Your course orders arrive without synced buyer records or access, forcing manual enrollment. It adds buyers to CRM, grants course access, and logs the sale so coordinators can onboard same day.
Overview
When paid course orders don't flow into CRM and the LMS automatically, coordinators waste time on manual enrollment. This workflow captures buyers, updates contact records, grants course access, and logs the conversion so students are enrolled and teams can complete onboarding the same day.