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Add purchase contacts and order info to leads sheet

Your checkout orders lack structured tracking, making outreach and reconciliation inconsistent. Ensure timely follow-up and reconciliation same day by capturing buyer contact and order details.

Add purchase contacts and order info to leads sheet

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Overview

When buyers complete checkout for your coaching offers, contact details and order context often go untracked, delaying outreach and onboarding. This flow captures purchaser contact and order metadata into your leads sheet so you can follow up and reconcile orders the same day.

Add purchase contacts and order info to leads sheet