Add order purchasers to CRM and webinar list
Add order purchasers to CRM and webinar list
Your orders don't add product tags or register buyers, forcing manual lookups and missed seats. Update CRM with buyer tags and enroll attendees so coordinators start outreach same day.
Overview
When purchasers aren't tagged or enrolled automatically, campaign managers and fulfillment staff spend time reconciling orders and missed registrations. This flow captures buyer details, applies product tags in the CRM, and enrolls attendees when relevant so coordinators can begin outreach and enrollment the same day.