Create buyer contact and sales record from checkout

Your checkout webhooks arrive without synced contacts, leaving purchases and opt-ins unlinked. Connect buyer data to contacts, update opt-in, and add a deal plus tracking row for same-day outreach.

Overview

When buyer checkouts don't create a usable contact record, follow-up stalls and attribution breaks down. This flow captures the purchaser, preserves opt-in status, creates a deal and tracking row, and enables reps and campaign managers to contact new buyers the same day.