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Create product purchase record on matched lead from table

Create product purchase record on matched lead from table

Your purchase records sit in an ingest table unprocessed, so leads lack purchase context for reps and managers. Attach purchases to the right lead so reps see history and act within an hour.

Create product purchase record on matched lead from table

Overview

Unprocessed purchase rows leave leads blind to owned products, causing missed outreach and messy pipeline context. This flow attaches purchases to the right lead and marks source rows processed, so reps and managers see purchase history and act within an hour.

Create product purchase record on matched lead from table