Add setup plan payments to marketing contact list
Add setup plan payments to marketing contact list
Your invoice payments often lack marketing context, leaving new setup-plan buyers untagged and overlooked for onboarding. You get enriched, tagged contacts ready for onboarding outreach the same day.
Workflow preview:
Zap details:
Overview
When customers pay for setup or onboarding plans, marketing needs to act fast or onboarding stalls; this flow captures those payments and converts them into enriched contacts for campaign managers. It ensures tagged contacts are ready for outreach within hours so welcome sequences start the same day.