1.Captures product purchases
Integrate ThriveCart and ecommerce event tools to capture each product purchase so your CRM entry starts from the right buyer signal.
Create CRM lead and detailed note from purchase
Automatically monitor product purchases across ThriveCart and Close. Create and update CRM records when purchases roll inβso you can match existing leads, attach purchase notes, and update contact details without manual data entry.
How this automation enriches your CRM lead records
When product purchase happens, missing buyer context slows segmentation and outreach. This automation checks for existing leads, adds standardized purchase notes, and updates contact detailsβso your team can keep CRM data current automatically.
ThriveCartor swap with your favorite app
2.Finds lead by email
Integrate Close and lead database search tools to find an existing lead from the customer email so you avoid duplicate records.
Closeor swap with your favorite app
3.Adds purchase note to lead
Integrate Close and note templates to add a standardized purchase note containing product, amount, date, order reference, and buyer context.
4.Updates contact details
Integrate Close and CRM contact fields to append customer email and phone to contact details without overwriting existing values.
5.Finds lead by phone
Integrate Close and phone lookup tools to search for a lead using the customer phone when email matching fails.
6.Adds purchase note to lead
Integrate Close and note templates to attach the same standardized purchase note for the phone matched lead.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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