Skip to content
Create paid course deal and add learner to list

Create paid course deal and add learner to list

Your paid course enrollments without a linked CRM deal and audience tag slow learner onboarding and timely follow-up. Add a CRM deal and subscriber so program coordinators can begin outreach same day.

Create paid course deal and add learner to list

Workflow preview:

Zap details:

Overview

Manual admin after a course purchase costs program coordinators time and delays learner onboarding; this flow immediately creates a CRM deal and adds the buyer to your onboarding audience. That lets coordinators start targeted outreach and deliver course materials the same day.

Create paid course deal and add learner to list