Skip to content

Add enrolled domain users to customer training group

Domain enrollments lack CRM customer context, causing paid learners to miss course assignments. Adds eligible learners to the customer training group automatically, ensuring access same day.

Add enrolled domain users to customer training group

Workflow preview:

Zap details:

Overview

Delays between LMS enrollments and CRM context cause manual checks and missed course access for paying customers. This flow ties new domain enrollments to CRM company records and assigns learners to the customer training group automatically, so coordinators can begin onboarding the same day.

Add enrolled domain users to customer training group