Add funnel buyers to CRM, sheet and community

You miss prep and onboarding when funnel purchases aren't logged or granted course access. Get contacts recorded, rows added, and members invited for same-day onboarding.

Overview

When upsell purchases come through your funnel, campaign managers and community coordinators need buyer records, ledger rows, and course access right away or onboarding stalls. This flow captures the sale, updates contact records, logs a sheet row, and invites the buyer so onboarding and outreach can happen the same day.