Create CRM contact, deal, and add to nurture list
Create CRM contact, deal, and add to nurture list
Your course purchase webhooks arrive without CRM records, leaving reps without buyer context and delaying outreach. You get complete contact and deal records ready for follow-up within hours.
Workflow preview:
Zap details:
Overview
Incoming purchases should instantly become actionable pipeline items instead of manual entries. This flow creates or updates the contact, opens a deal, grants access, and logs the sale so reps have buyer context and prioritized work within hours.