Create free subscription deals from purchases for follow-up
Create free subscription deals from purchases for follow-up
You lose visibility when free-subscription purchases aren’t recorded, leaving reps without deal context or next steps for onboarding. Reps get deal context and can begin outreach the same day.
Workflow preview:
Zap details:
Overview
Free-subscription purchases often arrive without CRM context, so reps miss timely outreach. This flow creates or updates a contact and deal, pins the purchase as a note, and gives reps actionable context to start outreach the same day.