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Create deal and person from purchase webhook for new buyer

Create deal and person from purchase webhook for new buyer

New purchase webhooks arrive without buyer or deal records, so coordinators can't prepare intake. Capture buyer details and create deals automatically so bookings are confirmed same day.

Create deal and person from purchase webhook for new buyer

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Overview

Stop manual data entry and missed intake steps that slow bookings. Tie each purchase webhook to a CRM person and deal, with pinned intake notes, so coordinators can confirm bookings and begin intake the same day.

Create deal and person from purchase webhook for new buyer