Create CRM lead and order activity from checkout
Create CRM lead and order activity from checkout
Your checkout submissions have inconsistent contact and address formatting that require manual fixes. This creates CRM records and schedules a due activity so orders are processed same day.
Overview
Manual cleanup of checkout contacts steals time and delays fulfillment; this flow turns each checkout into a cleaned CRM record, linked company, and a queued follow-up activity. That means your sales reps and fulfillment coordinators get accurate context and can action orders the same day.