Add new course buyers to CRM and tags

Your course orders arrive in checkout but aren't recorded in your student CRM, stalling onboarding. Add buyers to your CRM and tagging lists so campaign managers can begin welcome outreach same day.

Add new course buyers to CRM and tags

Overview

When buyers don't flow into your student records, onboarding sequences stall and conversion momentum drops. This flow captures every qualifying purchase, tags buyers for the right nurture path, and populates CRM entries so campaign managers can start outreach within minutes.

Add new course buyers to CRM and tags