Skip to content
Grant course access and update CRM contact record

Grant course access and update CRM contact record

Your marketing-list contacts arrive without provisioned course access, causing manual IT work and delayed learner starts. You get instant access grants and a CRM flag so onboarding finishes the same day.

Grant course access and update CRM contact record

Workflow preview:

Zap details:

Overview

Manual provisioning creates onboarding bottlenecks and ties up IT. This flow automatically grants course access and flags the CRM contact so program coordinators can complete onboarding the same day.

Grant course access and update CRM contact record