Create CRM deal from coupon webhook and notify customer
Create CRM deal from coupon webhook and notify customer
Your coupon redemptions lack a tracked sales record, leaving reps without context and breaking campaign reports. The flow creates a deal and notifies the customer so reps can follow up same day.
Overview
When coupon redemptions arrive without a tracked record, reps lack the context to act and campaign reporting fragments. This flow turns each redemption into a CRM deal, updates your redemption log, and sends a confirmation SMS so reps can follow up the same day.