Add paid student to contact list and roster
Add paid student to contact list and roster
Your paid course signups miss CRM and roster entries, blocking timely welcome messages. Create contact records and a spreadsheet row so coordinators can start onboarding same day.
Overview
When paid students aren't recorded across your systems, onboarding stalls and coordinators waste time chasing records. This flow creates contact records and a roster row automatically so your team can send welcome materials and begin onboarding the student same day.