Add new product purchases to CRM contact list
Add new product purchases to CRM contact list
Your marketplace purchases arrive without CRM tags, leaving enrollment staff missing payment status and segmentation. Add and tag contacts on sale so onboarding starts same day.
Overview
When purchases flow in without tags, enrollment coordinators and campaign managers lack payment context and outreach stalls. This flow captures each sale and updates or creates the contact with a purchase-status tag so onboarding and segmentation run same day.