Provision access and add purchaser to CRM records
Provision access and add purchaser to CRM records
When a purchase moves stages in your lead pipeline, customers can wait for access while you manually copy details between tools. Clients get immediate access and you get updated CRM context same day.
Overview
When a client purchases a product or add-on, this flow captures the sale, updates your CRM, and provisions access so clients receive what they paid for without waiting. That removes manual entry, stops missed steps, and keeps bookings and deliverables on schedule same day.