Add converted customers to CRM and update billing
Add converted customers to CRM and update billing
Your conversion webhook lacks CRM and billing flags, leaving account managers unaware of new paid customers. Tag the contact and update billing metadata for same-day onboarding.
Overview
When payments convert, account managers and billing need contact and billing context immediately. This flow tags the customer, updates billing metadata, and records the conversion so teams can onboard and reconcile accounts the same day. Deploying it removes manual lookup and speeds handoffs to revenue owners.