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Create CRM opportunity and notify sales for new purchases

Create CRM opportunity and notify sales for new purchases

Marketplace sales often arrive without CRM entries or team alerts, delaying onboarding. It creates lead records, adds buyers to marketing, and posts owner-tagged alerts so onboarding starts same day.

Create CRM opportunity and notify sales for new purchases

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Overview

When marketplace purchases aren't routed into CRM and team chat, onboarding stalls and outreach slips. This flow creates a populated opportunity, adds the buyer to your marketing list, and alerts the assigned owner so onboarding and follow-up begin within minutes.

Create CRM opportunity and notify sales for new purchases