IT: Keep student CRM updated when Guide enrollments occur
IT: Keep student CRM updated when Guide enrollments occur
IT admins see Guide enrollments miss the CRM, causing student success to miss outreach and records to show wrong start dates or locations. It writes enrollment fields to CRM promptly.
Overview
Missed or incorrect enrollment data causes student success to miss outreach and misassign locations. This workflow lets IT ensure every Guide sign-up writes to the CRM and notifies success teams, eliminating missed follow-ups and keeping sign-up dates and locations accurate.
Notable Features
- Write enrollment fields to CRM
- Find or create student records
- Notify student success on changes