Add paid checkout customers to CRM contact records
Add paid checkout customers to CRM contact records
Your checkout purchases for program orders arrive without clean contact data, delaying onboarding. Coordinators can begin outreach the same day after contacts are created or updated.
Overview
When customers buy your programs, messy checkout contact data stalls onboarding and weakens follow-up. This flow captures those completed checkouts as CRM contacts and tags them immediately, enabling coordinators and reps to start outreach the same day.