Create deal and send welcome email after purchase

Your funnel purchases don't create CRM records or confirmations, leaving marketing ops blind to new buyers. Buyers are onboarded and visible the same day.

Overview

If purchases never reach your CRM or ledger, marketing ops and campaign managers lose timely visibility and follow-up. This flow creates a deal, logs the sale to your central sheet, and sends a welcome email so teams can begin onboarding and outreach the same day.