Add paid checkout customers to CRM and deals
Add paid checkout customers to CRM and deals
Your completed checkout sessions lack CRM entries and deal records, leaving reps without purchase context for follow-up. This creates contact and deal records so reps can engage buyers the same day.
Overview
When customers complete checkout you need actionable records and open deals immediately; this flow captures the contact, computes order value, creates the deal, and logs everything in your CRM sheet. Reps receive purchase context the same day so outreach can be timely and personalized.