Create CRM lead from new payment customer record
Create CRM lead from new payment customer record
New paying customers arrive without CRM context, leaving reps unable to prioritize outreach. It creates contact and lead records so sales can engage and onboarding can begin same day.
Overview
When a customer pays, their contact and lead records must exist for reps to act and for onboarding to start. This flow creates those records, sets task dates, and logs a lookup entry so sales and onboarding can engage the customer same day.