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Create deal and contact from new customer payment

Create deal and contact from new customer payment

Your booking payments lack contact records, causing manual lookups and delayed confirmations. Automate deal and contact creation and log each booking so your crew can confirm rides same day.

Create deal and contact from new customer payment

Overview

When a payment posts, convert it into a booked deal and a contact record so you stop chasing missing information. That gives the owner and operations immediate context to confirm rides and fulfill bookings same day.

Create deal and contact from new customer payment