Add tagged course purchasers to your CRM contact records

Your tagged purchasers sometimes never reach your CRM, causing manual lookups and delayed welcome messages. They are added or updated automatically so teams can start post-purchase outreach same day.

Overview

When purchasers are tagged, their CRM record must be current so fulfillment and marketing can act immediately. This flow captures the tag event, timestamps the purchase, and gets contacts into the right list so teams can start outreach same day.