Add new purchasers to onboarding sequence and notify team
Add new purchasers to onboarding sequence and notify team
Your purchase notifications aren't routed to onboarding, so buyers miss welcome messaging and reps lack purchase context. It starts onboarding and pings sales ops so customers are engaged in minutes.
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Overview
When a customer pays, onboarding and follow-up must start immediately to keep momentum and avoid manual handoffs. This workflow captures purchasers into your onboarding sequence and posts a payments alert so sales ops can act within minutes.