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Create contact and enroll course buyers into onboarding workflow

Create contact and enroll course buyers into onboarding workflow

Your checkout form submissions sometimes miss contacts, leaving buyers untracked and onboarding delayed. Adds buyers to contacts and starts a welcome workflow so onboarding begins same day.

Create contact and enroll course buyers into onboarding workflow

Overview

When checkout confirmations don't reach your CRM, onboarding stalls and clients wait for next steps. This workflow captures buyers, updates contact records, and triggers the welcome sequence so clients receive onboarding materials the same day.

Create contact and enroll course buyers into onboarding workflow