Add retreat payments to lead list and notify team

Your retreat payment records arrive without a linked contact, delaying follow-up and logistics. Tagged contacts and instant team alerts let organizers onboard attendees and confirm details same day.

Overview

When a customer pays for a retreat, your campaign and operations teams need the contact and payment details surfaced immediately. This flow adds the payer to your marketing contacts with an event tag and posts a team alert so organizers can onboard attendees and confirm logistics same day.