Create leads and tag course purchasers for marketing
Create leads and tag course purchasers for marketing
Your course purchases aren't recorded as leads, leaving campaign managers without contact context and delaying welcome emails. Leads are created and tagged so managers can start outreach same day.
Workflow preview:
Zap details:
Overview
When completed purchases don't land in your marketing system, welcome campaigns and onboarding lag. This flow captures course orders, creates a lead record, and applies a purchase tag so campaign managers can begin outreach within minutes.