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Create opportunity and payment link from enrolment form

Create opportunity and payment link from enrolment form

Your enrolment form responses arrive unstructured, delaying sales handoff and billing for course bookings. Benefit: you get ready opportunity and contact records with a payment link for same-day billing.

Create opportunity and payment link from enrolment form

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Overview

Unstructured enrolment forms create repeated manual work for sales and billing and delay invoicing. This flow captures each submission as a linked opportunity and creates a payment link automatically, so your teams can convert and bill same day.

Create opportunity and payment link from enrolment form