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Create CRM deals from paid orders for fulfillment

Create CRM deals from paid orders for fulfillment

You can't start fulfillment when paid orders lack CRM deals, causing production holds and missed SLAs. Create linked deal records so operations and fulfillment teams can begin work same day.

Create CRM deals from paid orders for fulfillment

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Overview

When payments aren't tied to CRM records, operations can't start fulfillment quickly and orders can slip. This flow converts each payment into a linked deal and associations so your ops and fulfillment teams have order context and can begin work same day.

Create CRM deals from paid orders for fulfillment