Create customer contact in CRM and invite to community
Create customer contact in CRM and invite to community
Your purchases arrive without CRM records or community access, forcing program coordinators to manually onboard new buyers. Enable CRM creation and community invites so buyers get access same day.
Overview
When buyers complete a one-time purchase, they should show up in your CRM and get course access without manual steps. This flow turns paid orders into CRM contacts and immediate community invites, so program coordinators can onboard purchasers same day.