Coaching CEOs: Capture every purchase with UTM attribution

Marketing coordinators at training firms lose purchase attribution when UTM data is missing, risking missed enrollments. It upserts buyers and UTM to CRM so marketing can follow up quickly.

Overview

Training firms lose enrollments when purchase events and UTM tags aren't captured. This workflow ensures every purchase upserts a buyer with UTM and transaction details into your CRM, eliminating attribution gaps and enabling marketing to follow up quickly. Teams report cleaner attribution and far fewer manual fixes.

Notable Features

Create or update buyer contacts
Attach transaction details to CRM
Tag contacts with campaign UTM