Skip to content
Add trial purchasers to CRM and campaign tracking

Add trial purchasers to CRM and campaign tracking

Your trial purchases arrive outside your CRM, leaving campaign managers without purchase context. The workflow adds purchasers to CRM and trackers so welcome and deadline offers send within minutes.

Add trial purchasers to CRM and campaign tracking

Workflow preview:

Zap details:

Add trial purchasers to CRM and campaign tracking