Add new course signups to CRM and calendar

Your course signups arrive as website orders without structured records, causing manual roster updates. You get each learner added to the CRM, a welcome email, and calendar invites scheduled same day.

Add new course signups to CRM and calendar

Overview

Orders that land only in email slow down onboarding and risk missed sessions; this flow captures every website purchase into your roster and CRM. It sends a warm welcome and immediately adds learners to the right session calendars so your cohort is scheduled same day.

Add new course signups to CRM and calendar