Create CRM deals from incoming payment and refund webhooks
Create CRM deals from incoming payment and refund webhooks
You get payment and refund webhooks that don't always create deals or update client records, leaving revenue untracked. Save and tag transactions to CRM so owners see accurate revenue and act same day.
Workflow preview:
Zap details:
Overview
When payments and refunds hit your gateway, your CRM should reflect that revenue immediately so owners can act. This flow turns incoming webhooks into CRM deals, ledger rows, and marketing tags so sales ops and account owners see reconciled revenue and can follow up same day.