Add course enrollment from completed order to contact record
Add course enrollment from completed order to contact record
Your recertification orders may go unprocessed, leaving buyers without course access or billing context. Enroll buyers and update contact records automatically so coordinators can onboard them same day.
Workflow preview:
Zap details:
Overview
Unprocessed recertification orders create support work and delay student access. This flow enrolls buyers and updates CRM records automatically, so coordinators can onboard students the same day and reduce manual follow-up.