Create buyer records and deals from online purchases

Paid course orders arrive with messy contact and campaign data, delaying welcomes. Buyer records, CRM deals, and a payments sheet update automatically so onboarding and campaigns start same day.

Overview

When paid enrollments don’t land in your CRM, welcome flows and campaign attribution stall and you miss early engagement. This flow captures each purchase, updates a payments ledger, creates/updates contact and deal records, and notifies your team so onboarding and campaigns run same day.