Keep Academy signups recorded in CRM for onboarding

Operations coordinators miss Academy signups that never reach the CRM, causing onboarding gaps. Ensuring ops start onboarding with consistent user records and zero missed handoffs.

Overview

Operations risk inconsistent onboarding when Academy signups don't create CRM records. This workflow captures every new Academy user as a CRM record, eliminating missed handoffs and letting ops begin onboarding with consistent data. The result is fewer manual fixes and clearer handoffs across systems.

Notable Features

Create CRM records for signups
Map custom Academy fields to CRM
Notify ops of new registrations