Create paid checkout leads in CRM for purchased packages
Create paid checkout leads in CRM for purchased packages
Your paid trial checkouts lack CRM records, leaving campaign coordinators without contact context to start nurture. You get lead and opportunity entries for same-day outreach.
Overview
When paid trial purchases don't land in the CRM, nurture windows close and campaign coordinators lack contact context. This flow captures paid checkouts, creates contact and opportunity records, and tags them for campaign routing so coordinators can reach out same day.