For business owners: capture invoiced customers into marketing lists
For business owners: capture invoiced customers into marketing lists
Business owners miss invoiced, opted-in customers when billing isn't shared with marketing, causing missed post-purchase outreach. It adds or updates those contacts to your marketing list when billing is invoiced, so onboarding and nurture reach them.
Overview
Missed handoffs between billing and marketing let new customers slip out of post-purchase funnels. This workflow ensures invoiced, consenting customers flow into your marketing audience so onboarding and nurture reach them reliably, eliminating manual enrollment and missed follow-ups.
Notable Features
- Add consenting customers to audience
- Update contact fields from billing
- Notify marketing of new customers