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Create lead and payment record from cart purchase

Create lead and payment record from cart purchase

Your purchases post without linked contacts or sales entries, causing onboarding and reconciliation delays. Consolidate buyer, payment, and welcome records so onboarding and billing finish same day.

Create lead and payment record from cart purchase

Overview

When purchases don't create CRM and sales records, onboarding stalls and reconciliation drags into the next day. This flow captures every cart purchase into your lead and sales tables and fires the welcome email so program coordinators and billing can close the loop same day.

Create lead and payment record from cart purchase