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Create CRM deals and contacts from new orders

Create CRM deals and contacts from new orders

Your paid orders include student booking details and unlinked contacts, causing manual lookups and delays. It creates orgs, people, and deals so sales and ops can process bookings same day.

Create CRM deals and contacts from new orders

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Overview

When booking details and attendee info arrive in separate order fields, your team ends up reconciling records and delaying confirmations. This flow converts paid orders into linked CRM organizations, people, and deals so sales and ops can act on bookings same day.

Create CRM deals and contacts from new orders