Add course form entrants to CRM and workflows
Add course form entrants to CRM and workflows
Course signups arrive with no CRM record, leaving enrollment managers without context and delaying onboarding. They are created and enrolled in onboarding workflows so managers can act same day.
Workflow preview:
Zap details:
Overview
Stop manual enrollment tasks and give enrollment managers a complete, actionable lead record from every course signup. New entries become CRM contacts, messaging contacts, and are enrolled in onboarding workflows so teams can act within minutes.