Add paid customers to CRM as marketing leads
Add paid customers to CRM as marketing leads
Paid orders arrive without linked contacts, causing billing confusion and missed follow-up. New payment events create contacts for billing staff and campaign managers same day.
Overview
When payments land, your CRM should reflect the buyer immediately — otherwise billing and outreach fall out of sync. This flow captures paid customers as leads and enriches records with purchase context so billing staff and campaign managers can act within minutes.