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Create and update merchant account and contact records

Create and update merchant account and contact records

Your merchant signups and user records land outside the CRM, leaving sales teams without onboarding context. Keep Account, Lead, and Contact records current so reps can begin outreach same day.

Create and update merchant account and contact records

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Overview

Stop letting merchant onboarding fall out of CRM; capture external onboarding events to create or update Account, Lead, and Contact records so reps receive accurate context. That means sales can begin outreach the same day and avoid manual data cleanup.

Create and update merchant account and contact records