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Create closed-won deals from new orders and update contacts

Create closed-won deals from new orders and update contacts

Your storefront orders don't appear in CRM, leaving reps without purchase context for outreach. Create closed-won deals and update contacts so teams have revenue context same day.

Create closed-won deals from new orders and update contacts

Overview

When store orders don't flow into CRM, revenue visibility and follow-up suffer. This flow creates closed-won deals from each order and links them to customer records so sales and finance gain accurate revenue context the same day.

Create closed-won deals from new orders and update contacts