Add new course signups to CRM and calendar
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.
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.