Create CRM lead and opportunity from marketplace purchase
Create CRM lead and opportunity from marketplace purchase
Your marketplace purchases arrive unlogged, leaving buyers uncontacted and pipeline reports incomplete. Capture buyers as CRM leads and opportunities so reps can start outreach the same day.
Overview
When marketplace purchases don't reach your CRM, reps lose time and buyers go uncontacted. This flow captures buyers as contacts and opportunities and logs each purchase so reps can begin outreach the same day.