Skip to content
Templates
Create enrollment deal and add student to course list

Create enrollment deal and add student to course list

Your course orders lack CRM and audience records, causing onboarding and follow-up delays. Purchases become CRM deals and get added to the course list so welcome comms start same day.

Create enrollment deal and add student to course list

Workflow preview:

Zap details:

Overview

When someone purchases a course, you need that payment to become an operational contact and a queued onboarding touchpoint. This flow creates the person and a paid-starter deal, then adds the buyer to the course audience so welcome messaging and access begin the same day.

Create enrollment deal and add student to course list