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Create CRM contact and opportunity from purchase webhook

Create CRM contact and opportunity from purchase webhook

Your purchase webhooks omit CRM records, leaving customer and payment data unrecorded. New contact and revenue opportunity records are created automatically for same-day fulfillment.

Create CRM contact and opportunity from purchase webhook

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Overview

When a customer buys an online offer, manual entry slows fulfillment and reconciliation. This flow captures purchase webhooks and creates contact, opportunity, and product line items automatically so program coordinators can fulfill orders and reconcile payments the same day.

Create CRM contact and opportunity from purchase webhook