Add new purchasers to client CRM contact list

Your paid purchases lack synced contact records, leaving program coordinators and billing staff scrambling. Add and tag customers automatically so teams can start onboarding the same day.

Overview

When a payment clears, customer records should be ready for onboarding and billing; this flow removes manual entry from that handoff. It creates or updates the contact and tags them the moment payment succeeds, enabling same-day onboarding and reconciliation.