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Create paid subscription deal and contact in CRM

Create paid subscription deal and contact in CRM

Annual course purchases arrive without CRM records or end dates, delaying onboarding. Contacts and paid deals are created automatically so onboarding and renewal outreach begin same day.

Create paid subscription deal and contact in CRM

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Overview

When students purchase an annual course, you need a contact and an opportunity in CRM immediately so onboarding and renewals don't lag. This flow creates the contact, computes the 12‑month end date, and opens a paid deal so program coordinators can start onboarding and renewal outreach the same day.

Create paid subscription deal and contact in CRM