Education co-founders: keep paid students in CRM
Education co-founders: keep paid students in CRM
Co-founders miss onboarding when Academy Plus payments don't create CRM contacts, delaying access. This workflow adds or updates purchasers in your CRM so marketing and student success start welcome and onboarding flows.
Overview
Paid enrollments slide through the cracks when purchases don't land in your CRM, risking delayed access and frustrated students. This automation turns every Academy Plus sale into a CRM contact and triggers onboarding campaigns so marketing and student success get prompt visibility and dramatically fewer missed welcome messages.
Notable Features
- Add or update CRM contacts
- Tag Academy Plus purchasers
- Trigger welcome and onboarding emails