Log customer purchases to their CRM lead record
Log customer purchases to their CRM lead record
Purchase webhooks arrive without lead context, so profiles lack payment history and reps miss buyers. Add an auditable purchase to the lead and surface priority buyers for outreach same day.
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Overview
When purchase webhooks aren't tied to leads, revenue visibility and outreach suffer. This flow appends a purchase activity and updates lead status so reps can prioritize recent buyers and finance can reconcile same day.