Create deal and customer records from paid form submissions
Create deal and customer records from paid form submissions
Paid form submissions arrive in inboxes, leaving customer intake and deal details untracked. Create customer and deal records automatically so sales and billing start same day.
Overview
Paid orders often sit in inboxes and block fulfillment or invoicing. This flow captures each paid form submission and instantly creates a linked customer and deal so sales and billing can begin work the same day.