1.Captures new order payment
Integrate Digistore24 and order tracking tools to capture order reference and buyer details to centralize lead context.
Add purchase notes and call flags to CRM leads
Automatically capture new order payment details across Digistore24 and Close. Create and update when buyers place orders or affiliate metadata appears or payments confirmβso you can find leads create call notes and update call-ready status without manual data entry.
How this automation accelerates your outreach readiness
When new order payment completes, leads can miss the exact purchase context needed for fast outreach. This automation captures buyer order details and creates notes and updates lead statusβso your team can prioritize and follow up immediately.
Digistore24or swap with your favorite app
2.Finds matching lead by buyer
Integrate Close and crm search tools to look up a lead by email and fallback fields to identify the right contact.
Closeor swap with your favorite app
3.Creates order and affiliate note
Integrate Close and crm notes tools to generate a note with order summary and affiliate details to attach purchase context.
4.Updates call-ready lead status
Integrate Close and pipeline tools to set call-ready status and assign owner or stage to enable immediate outreach.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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