Grant course access and add buyers to CRM
Grant course access and add buyers to CRM
Paid bundle orders arrive without CRM records or course access, creating manual enrollment work for your team. Buyers are enrolled and granted access immediately, so onboarding completes the same-day.
Overview
Stop manual enrollment work that delays buyer access and frustrates customers. This flow captures paid bundle buyers, creates CRM records, enrolls them in your email segment, and provisions course access so onboarding happens the same day.