Add or update CRM leads from tagged buyers
Add or update CRM leads from tagged buyers
Your tagged course purchasers aren't reaching the sales CRM, leaving reps without enrollment context and delaying outreach. Add or update leads so reps can start targeted outreach same day.
Overview
When a purchaser is tagged, that event should create an actionable lead — not sit in a manual queue. This flow turns tag events into updated or new CRM leads so reps can begin targeted outreach the same day.