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Create CRM contact and deal for paid members

Create CRM contact and deal for paid members

Paid community registrations for workshops go untracked when enrollments aren't added to your marketing CRM, delaying welcome messaging. Campaign managers get contacts and workshop deals same day.

Create CRM contact and deal for paid members

Overview

When paid workshop enrollments don't reach your CRM, welcome and access sequences lag and staff spend time reconciling records. This captures paid members as contacts and opens workshop deals automatically so campaign managers can send onboarding and access details same day.

Create CRM contact and deal for paid members