- Order Automation
- Purchase Process
- Auto-update customer contacts
Create or update customer contacts upon purchase
Automatically creating or updating customer contacts upon purchase streamlines your sales process by ensuring that your CRM always reflects the latest buyer information. This automation eliminates manual data entry and reduces errors by automatically capturing customer details from purchase events. As a result, teams gain real-time visibility into customer interactions, enabling faster follow-ups and improved relationship management.
Filter by common apps:
ClickFunnels Classic
LeadConnector
Formatter by Zapier
Slack
Kajabi
HubSpot
Google Calendar
Skool
Gmail
Bark
ActiveCampaign
Ontraport
Filter by Zapier
- Add or update customer contact, calculate purchase amount, and notify team in Slack
- Create or update contact, and find or create deal in HubSpot from new purchase in Kajabi
Create or update contact, and find or create deal in HubSpot from new purchase in Kajabi
- Create or update contact in HubSpot, and submit form from Kajabi purchase
Create or update contact in HubSpot, and submit form from Kajabi purchase
- Add or update contact in LeadConnector, find events in Google Calendar, and invite to event after Kajabi purchase
Add or update contact in LeadConnector, find events in Google Calendar, and invite to event after Kajabi purchase
- Process new purchases, add or update customer contacts, notify team on Slack, and invite customer to Skool group
Process new purchases, add or update customer contacts, notify team on Slack, and invite customer to Skool group
- Notify team in Slack and update contact in LeadConnector when new purchase occurs in ClickFunnels
Notify team in Slack and update contact in LeadConnector when new purchase occurs in ClickFunnels
- Process new purchases in ClickFunnels, create or update contacts in HubSpot, notify team in Slack, and send confirmation emails in Gmail
Process new purchases in ClickFunnels, create or update contacts in HubSpot, notify team in Slack, and send confirmation emails in Gmail
- Create or update contact, and generate deal in ActiveCampaign from new purchase in Bark
Create or update contact, and generate deal in ActiveCampaign from new purchase in Bark
- Create or update contact in Ontraport when specific product is purchased
Create or update contact in Ontraport when specific product is purchased
