Add paid registrants to CRM and send confirmation
Add paid registrants to CRM and send confirmation
Unprocessed retreat payments leave your attendee records incomplete and delay logistics planning. You get a confirmation email and an updated attendee record ready for follow-up within minutes.
Overview
When a registrant pays, you need their record and onboarding materials in the right hands immediately. This flow creates or updates the attendee record, sends a confirmation email, and alerts coordinators within minutes so logistics start the same day.