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Create closed won donation opportunity from new payments

Create closed won donation opportunity from new payments

Your payments arrive without CRM opportunities, leaving development unable to link donations to contacts. This creates matched opportunity records so teams can reconcile and report donations same day.

Create closed won donation opportunity from new payments

Overview

When payments arrive, development and finance need donor-linked CRM records to reconcile and steward gifts quickly. This flow turns qualifying payments into closed-won opportunities and matches them to contacts automatically, enabling same-day reconciliation and donor outreach.

Create closed won donation opportunity from new payments