Add VIP purchasers to CRM, roster, and community
Add VIP purchasers to CRM, roster, and community
VIP purchases arrive without student records and community access, causing manual entry and onboarding delays. It enrolls buyers, updates the student tracker, and grants access so members start within minutes.
Workflow preview:
Zap details:
Overview
When VIP upgrades land without structured records, coordinators spend time on manual entry and members wait for access. This flow captures the purchase, creates or updates the student record, and issues community invites so members can begin within minutes.