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Create client list entry from purchase form submissions

Create client list entry from purchase form submissions

Purchase confirmation submissions may not reach your client list, causing missed onboarding and delayed nurture. Add contacts and report purchase events so coordinators can act same day.

Create client list entry from purchase form submissions

Overview

When purchase confirmations don't reach your client list, onboarding stalls and outreach is manual. This creates client records and reports purchase events automatically so coordinators and marketing can act the same day.

Create client list entry from purchase form submissions