Add paid subscribers to course membership and CRM
Add paid subscribers to course membership and CRM
Paid course signups lack membership invites or CRM records, causing manual onboarding and delayed access. It sends invites and creates CRM contacts so onboarding begins same day.
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Overview
Stop provisioning course access by hand after each payment. This flow captures qualifying payments, invites members into the course, and creates CRM contacts so program coordinators can begin onboarding same day.