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Create enrollment contact and deal when ticket purchased

Create enrollment contact and deal when ticket purchased

Your ticket purchases remain as pipeline items without contact records, causing manual follow-up and missed pre-event messages. This enables coordinators to begin outreach same day.

Create enrollment contact and deal when ticket purchased

Overview

When registrants hit the purchased stage you should not be waiting on manual entries or spreadsheets. This flow creates and links contact and enrollment deal records immediately, so campaign managers and registration coordinators can begin outreach and onboarding the same day.

Create enrollment contact and deal when ticket purchased