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Create CRM purchased product record from new enrollment

Create CRM purchased product record from new enrollment

Your enrollments miss CRM records, leaving coordinators and billing staff without purchase context and forcing manual follow-up. Add purchase records automatically for same-day billing and outreach.

Create CRM purchased product record from new enrollment

Overview

When course purchases don't land in CRM, reconciliation and outreach stall and coordinators spend hours on manual fixes. This flow captures enrollments as contact and purchased-product records so sales ops and billing see accurate purchase data the same day.

Create CRM purchased product record from new enrollment