Update CRM and create order records from web sales
Update CRM and create order records from web sales
Your paid orders arrive as webhooks without CRM records, leaving purchases untracked. Get onboarding started same day by capturing leads, creating order records, and alerting staff.
Overview
Incoming payment hooks frequently leave purchases unrecorded and slow down coaching starts; this flow converts each payment into a CRM order and updates lead status so your team sees the outcome immediately. That means coaching and sales can begin enrollment and outreach the same day, without manual reconciliation.