Record course purchase on lead timeline for follow-up
Record course purchase on lead timeline for follow-up
Your course purchases arriving by webhook often miss lead timelines, leaving reps without purchase context for outreach. It logs the purchase and updates the lead record so follow-up happens same day.
Workflow preview:
Zap details:
Overview
When purchase events come in, reps need purchase context immediately to convert and onboard buyers. This connects your purchase webhook to the CRM, logging the sale on the lead timeline so reps and coordinators can act the same day.