Update opportunity and log purchase activity for buyers
Update opportunity and log purchase activity for buyers
Your external orders don't reach CRM, leaving buyer status and revenue untracked. Add a purchase activity and mark the opportunity as customer so campaigns and reports match revenue same day.
Workflow preview:
Zap details:
Overview
When external purchases don't land in your CRM, attribution breaks and post-purchase campaigns run blind. This flow logs each purchase and promotes opportunities to customer so campaign managers and reporting reflect revenue same day.