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Grant course access and add contact from form

Grant course access and add contact from form

Your course signups lack CRM context, leaving coordinators to provision access manually. It adds contacts and grants access automatically so learners get access the same day.

Grant course access and add contact from form

Overview

Manual provisioning from form signups creates repetitive work and delays learner access. This flow captures the submission, updates or creates a CRM contact, and grants course access automatically so program coordinators spend less time on manual setup and learners receive access the same day.

Grant course access and add contact from form