Create CRM contact and notify ops from paid order
Create CRM contact and notify ops from paid order
Your paid orders sometimes skip CRM contact creation, leaving reps without order context for prompt follow-up. Add or update contacts and post a payments alert so reps can act on new buyers within minutes.
Overview
When paid orders fail to create CRM entries, reps lose follow-up momentum and retention opportunities slip. This flow captures buyers as contacts and sends an immediate payments channel alert so reps can act on new orders within minutes.