Create payment records and attach add-ons to deals
Create payment records and attach add-ons to deals
Your payments and add-ons arrive unstructured, leaving deals without payment records or add-on items. It creates payment records and attaches add-on items to the correct deal and contact within minutes.
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Overview
Incoming purchase webhooks often arrive without CRM structure, leaving deals missing revenue details and add-on items. This flow converts those webhooks into payment records and attached line items so project leads and billing staff see complete deal context within minutes.