Create booking and customer record from completed payment
Create booking and customer record from completed payment
Your course bookings sometimes lack attendee context and payment metadata, requiring coordinators to chase details and delaying invoices. It creates CRM contact and deal records and sends confirmation email same day.
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Overview
When a customer completes checkout, this flow populates your CRM with a contact and a booking deal so coordinators and billing stop doing manual lookups. That means confirmation emails are sent and records are actionable within minutes, reducing follow-ups and late invoices.