Provision course access and update CRM contact records
Provision course access and update CRM contact records
Your onboarding forms arrive without provisioned accounts or CRM context, delaying access and support. The workflow provisions accounts, updates CRM, and enrolls students for access same day.
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Overview
When onboarding forms sit unprocessed, students can’t access courses and support queues grow. This workflow provisions platform accounts, updates CRM contact records, and enrolls learners automatically, restoring access within minutes and cutting triage work for IT and program coordinators.