Create CRM deal and sales order from webhook
Create CRM deal and sales order from webhook
You receive payment webhooks that don't create CRM or ERP records, so enrollments go untracked. You get matched contact, deal, and sales order records for reporting and same-day billing readiness.
Workflow preview:
Zap details:
Overview
Route each payment webhook into matched CRM and ERP records so billing and revenue teams work from a single source of truth. That reduces manual reconciliation and delivers reporting-ready sales orders and deals within the same business day.