Add paid leads to database from new payments

Your paid transactions aren't logged as leads, leaving follow-ups and attribution incomplete. Create lead records automatically so reps can follow up and reconcile payments within minutes.

Overview

Paid bookings and affiliate-sourced payments must become action-ready leads or your reps miss immediate outreach and upsell chances. This flow captures each paid transaction as a lead and tags the affiliate source so reps can contact customers and reconcile conversions within minutes.