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Create sales tracker rows from completed e-commerce orders

Create sales tracker rows from completed e-commerce orders

Your completed storefront payments often lack a single sales record, causing follow-up misses and reconciliation delays. Capture buyer contact, payment date, and totals so reps follow up same day.

Create sales tracker rows from completed e-commerce orders

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Overview

When completed payments don't land in your sales tracker, reps miss timely outreach and reconciliations slip. This flow captures paid orders, creates a sales row, adds the buyer to your contact master list, and sends a welcome SMS so reps can engage same day.

Create sales tracker rows from completed e-commerce orders