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  1. Payment Automation
  2. Payment Management
  3. Payment-based opportunity tracking

Track and manage customer opportunities based on payment status

Automatically tracking customer payment statuses and updating sales opportunities saves time, reduces manual follow-up errors, and ensures no revenue is overlooked. By integrating payment confirmations with opportunity management systems, teams stay informed of new charges, completed payments, and outstanding invoices in real time. This seamless workflow boosts response speed, enhances customer communication, and maximizes conversion rates without manual data entry.

Filter by common apps:

  • Whop
  • LeadConnector
  • Webhooks by Zapier
  • Formatter by Zapier
  • Filter by Zapier
  • ActiveCampaign
  • Stripe
  • Gmail
  • GoCardless
  • Code by Zapier
  • Brevo
  • Passion.io
  • Clio