Automate product management
With SendPulse, you can create automated flows triggered by purchases. This helps you run more marketing campaigns and automatically pass product data into emails or filters.
In this article, we’ll show you how to build an automated flow triggered by a Product purchase.
Create a product and deal in the CRM system
Go to CRM > eCommerce > Products. Set your product’s name, description, price, currency, SKU, and other details.
To use product variables later on, add your product to a deal. To do this, go to a pipeline and start creating a deal. In Products, add the product you’ve created.
If a contact linked to your deal already has the crm_products variable, delete it and add your product to this deal again. This will ensure the CRM system updates your data correctly.
If needed, update your pipeline so that deals automatically move to a specific stage after a purchase. To give you an idea, you can set your deal to automatically move to the Paid stage once payment is confirmed. You’ll be able to use this stage as a flow trigger later on.
Create an automated flow
With Automation, you can create automated flows from scratch or use customizable, ready-made templates.
In the CRM section
Go to the CRM section. In your pipeline, click the flow icon.
In the Automation section
Go to the Automation section and click Create flow.
Configure automated flow settings
Name your automated flow, choose a sender, connect Google Analytics, and select an unsubscribe page and unsubscribe form's language.
Configure the Product purchase trigger
The Product purchase trigger starts a flow when a deal is closed or moved to your selected stage. You can then use product data from the deal in the flow. For example, if a customer completes a payment and your deal moves to the Paid stage, the flow will start, and you can add product variables to flow elements.
Click CRM in your starting element and select the Product purchase trigger.
Configure the trigger settings:
| Pipeline | Select a CRM pipeline to track product purchases. |
| Deal stage |
Select a stage that marks a completed purchase and closed deal. If a deal moves to the |
| Deal source | Select a deal source, such as a chatbot, manual entry, subscription form, website, or payment. Select All to trigger your flow regardless of the deal source. |
Continue building your flow
Use variables
When a deal in your CRM pipeline includes at least one product, a flow triggered by Product purchase receives the crm_products array with data about that product.
These variables remain available even if the deal or product is deleted. In a new pipeline, they will appear only after the first deal that includes a product.
You can use the following product variables from your selected pipeline:
item.name |
Product name |
short Description |
Short product description |
item.description |
Full product description Emails will retain HTML formatting. |
item.price |
Current product price |
item.oldPrice |
Old product price |
item.currency |
Currency |
item.vendorCode |
Product SKU |
item.categoryName |
Product category name |
item.image |
Product image link |
item.seoName |
Product card SEO title |
item.seoDescription |
Product card SEO description |
item.seoKeys |
Product card keywords |
item.quantity |
Number of purchased products |
item.stock |
Remaining stock |
item.productLink |
Link to a digital product after purchase |
item.productLinkPreview |
Digital product preview |
The product data array is also available in flows triggered by Change deal stage, Create deal, Change deal field, and Overdue deal date, as long as a CRM product was added to the deal.
Variables match CRM product fields and will pass relevant values.
Read more: Add a product and Add hidden product fields.
You can use these variables in flow elements, such as emails.
Add elements
The left sidebar in the flow builder includes elements you can add to customize your flow.
Map out your flow, then add, arrange, and link its elements. For example, you can send a survey asking for feedback or schedule a follow-up campaign recommending related products to drive more sales.
Let’s see where else you can use product data.
Use the Email element to send messages to contacts linked to your deal.
Add the Email element and customize your message in the toolbar. Click the crm_products variable and edit the email. To personalize it, insert product variables from the array:
- Add the product name (
item.name) to the subject line. - Insert the product image (
item.image) and description (item.description) in the email body. - Use the current price (
item.price) and previous price (item.oldPrice) to highlight discounts or special offers.
Descriptions preserve HTML formatting, so they will appear in emails just as they do in the CRM system.
Learn more about data arrays: Create dynamic emails triggered by events using pre-made SendPulse templates.
Filter
Use the Filter element to add conditions based on product properties. If the array has multiple products and at least one matches, the filter will apply.
Drag the Filter element from the left sidebar, select the Variable condition type, and choose a variable from the array. For example, you can filter by category (item.categoryName > contains > accessory).
In text fields, the filter evaluates whether a value contains the text, not whether it is equal.
Action
Use the Action element to send order details to yourself so that you can track sales more efficiently.
Add the Action element, go to Other on the left, and select Send email to my address. You can include product data from the array in your message.
Last Updated: 09.09.2025
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