Create CRM lead and quote from payment webhook
Create CRM lead and quote from payment webhook
Your warranty purchase payments arrive without CRM records, leaving prospects untracked and quotes delayed. You get a contact, deal, and next action created for follow-up same day.
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Overview
Every paid warranty intent should become a tracked prospect with a clear next step—no manual entry or missed follow-ups. This flow creates the contact, deal, and an ASAP action within minutes so your small team can quote and convert the same day.