Link online store customers to contact records in CRM
Link online store customers to contact records in CRM
You receive wholesale signups without a linked online-store customer, leaving orders and campaigns disconnected. They get matched to store customers automatically, so teams have usable records same day.
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Overview
When wholesale signups arrive without a linked store profile, fulfillment and campaign work requires manual lookups and stalls. This flow matches or creates the store customer and writes the ID back to the CRM so your growth and campaign teams have matched records same day. That means faster outreach and fewer blocked orders without extra headcount.