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Create or update client record from signup webhook

Create or update client record from signup webhook

New learner signups without CRM records leave program coordinators guessing enrollment status and slow manual updates. You get updated client records and role start dates for outreach the same day.

Create or update client record from signup webhook

Workflow preview:

Zap details:

Overview

When web signups don't land in CRM, outreach stalls and student onboarding drags. This flow ensures each signup becomes a client record with role flags and a start date, so program coordinators can act the same day.

Create or update client record from signup webhook