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Create CRM opportunity and team alert from checkout

Create CRM opportunity and team alert from checkout

You receive completed payments lacking contact and order context, delaying client intake. You create a CRM opportunity and notify sales and onboarding so work begins same day.

Create CRM opportunity and team alert from checkout

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Overview

When a customer pays, your sales and onboarding teams need contact and order context immediately or intake and compliance stall. This flow converts each paid checkout into a CRM opportunity and pings the team so onboarding and KYC checks start the same day.

Create CRM opportunity and team alert from checkout