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@aries: 6FCB Program Sales Automation

Anytime a new successful purchase is created in ClickFunnels, a tags "client, 6-figure coaching blueprint, purchase, 6FCB Onboarding" will be added to the contact's record in Pipedrive with the notes with purchase date, program name, purchase amount, and number of installments. Tasks will be created to fill out the revenue tracking sheet and start the onboarding. This will also update the "Leads master sheet".

Nathan Marchandcreated by Nathan Marchand
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How Zapier works (57 sec)
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