Add form signups to course and CRM log
Add form signups to course and CRM log
Form signups for your dog training course often lack enrollment or billing context, delaying admin and prep. Learners receive course access and contact is captured for coordinators same day.
Workflow preview:
Zap details:
Overview
Manual enrollment for each new signup eats time and risks billing oversights. With this flow, every form submission is logged to your CRM and granted course access automatically, giving program coordinators consolidated learner records and access same day.