Add buyer to marketing list and create client folder

Incoming purchase webhooks include buyer info but no contact or folder is created. Provision contact, client folder, and dashboard so campaign managers can start outreach same day.

Add buyer to marketing list and create client folder

Overview

If buyer webhooks aren't turned into contacts and onboarding assets, campaign managers spend hours on manual setup and outreach is delayed. This flow captures the buyer into your list and provisions a client folder and dashboard so outreach and reporting can begin same day.

Add buyer to marketing list and create client folder