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Create member access and CRM contact on purchase

Create member access and CRM contact on purchase

Your purchases arrive without structured buyer details, causing manual lookups and delayed access. Grant access and add CRM records automatically so coordinators can onboard purchasers same day.

Create member access and CRM contact on purchase

Overview

When purchases don't auto-provision, coordinators spend time on lookups and manual invites, delaying onboarding. This flow captures each buyer, creates or updates their record, and grants the right community access so program coordinators can complete onboarding the same day. Add the optional internal email alert to surface exceptions immediately.

Create member access and CRM contact on purchase