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  1. Order Automation
  2. Purchase Process
  3. 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.

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