Add course buyers to CRM and tag for nurture

Your course buyers from the checkout sometimes miss CRM records, delaying welcome messages and access. The flow adds and tags each buyer so onboarding and upsell happen same day.

Overview

Buyers who fall out of your CRM slow onboarding and reduce post-purchase engagement. This flow captures each purchaser, normalizes contact data, tags them for onboarding, and records the sale so program coordinators can act within minutes.