Skip to content

Mark course completion and flag participants for invites

Your welcome journey completions don't appear in CRM, so coordinators miss finished participants for cohort invites and reporting. It updates the participant record and triggers the cohort invite same day.

Mark course completion and flag participants for invites

Workflow preview:

Zap details:

Overview

Stop relying on manual updates that delay cohort invitations and muddle enrollment reporting. By writing progress and a completion flag to the CRM automatically, coordinators can issue cohort invites same day and finance receives accurate enrollment signals for reconciliation.

Mark course completion and flag participants for invites