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Create conference deals and tag purchasers for follow-up

Create conference deals and tag purchasers for follow-up

Your conference purchases lack CRM deals, so coordinators miss attendee context. The flow creates a deal and updates contact fields for same-day follow-up.

Create conference deals and tag purchasers for follow-up

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Overview

Conference purchases should feed your CRM so program coordinators have attendee context immediately. This flow turns each purchase into a deal and updates contact records, enabling same‑day welcome and follow-up by campaign managers.

Create conference deals and tag purchasers for follow-up