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Create CRM contact and deal from marketplace purchase

Create CRM contact and deal from marketplace purchase

Your marketplace purchases arrive without CRM context, leaving onboarding and campaign teams delayed. Add contacts and deals so marketing ops can act on purchases same day.

Create CRM contact and deal from marketplace purchase

Overview

When marketplace purchases don't flow into your CRM, welcome flows and onboarding stalls—this flow captures each qualifying purchase as a contact and deal so marketing ops has purchase context. Teams can begin onboarding and campaign outreach the same day, keeping pipeline data fresh.

Create CRM contact and deal from marketplace purchase