Skip to content
Add course purchaser to onboarding and notify ops

Add course purchaser to onboarding and notify ops

Your program purchases lack enrollment and contact sync, forcing manual lookups and delaying buyer access. Enrolled buyers are added to CRM and notified to coordinators for same-day onboarding.

Add course purchaser to onboarding and notify ops

Workflow preview:

Zap details:

Add course purchaser to onboarding and notify ops